Clean energy generated a record-high 44% of China’s electricity in May 2024, pushing coal’s share down to a record low of 53%, despite continued growth in demand.
The new analysis for Carbon Brief, based on official figures and other data that only became available last week, reveals the true scale of the drop in coal’s share of the mix.
Coal lost seven percentage points compared with May 2023, when it accounted for 60% of generation in China.
Other key insights revealed by the analysis include:
- Monthly National Bureau of Statistics (NBS) data on generation by technology is now severely limited for wind and solar. For example, it excludes “distributed” rooftop solar and smaller centralised solar plants, capturing only about half of solar generation.
- This mismatch becomes clear when comparing the NBS total for monthly electricity generation of 718 terawatt hours (TWh) with reported monthly electricity demand of 775TWh, according to the National Energy Administration (NEA). In reality, electricity generation must be higher than demand due to losses at power plants and on the grid.
- Media reports have speculated that the record renewable capacity additions would have run into grid constraints in May, but the new data shows this is not the case.
- China’s electricity demand in May 2024 grew by 49TWh (7.2%) from a year earlier.
- At the same time, generation from clean energy sources grew by a record 78TWh, including a record rise from solar of 41TWh (78%), a recovery from earlier drought-driven lows for hydro of 34TWh (39%) and a modest rise for wind of 4TWh (5%).
- With clean energy expanding by more than the rise in electricity demand, fossil fuel output was forced into retreat, seeing the largest monthly drop since the Covid 19 pandemic. Gas generation fell by 4TWh (16%) and that from coal by 16TWh (4%).
- Falling generation from fossil fuels point to a 3.6% drop in CO2 emissions from the power sector, which accounts for around two-fifths of China’s total greenhouse gas emissions and has been the dominant source of emissions growth in recent years.
The new findings show a continuation of recent trends, which helped send China’s carbon dioxide (CO2) emissions from fossil fuels and cement into reverse in March 2024.
If current rapid wind and solar deployment continues, then China’s CO2 output is likely to continue falling, making 2023 the peak year for the country’s emissions.
Monthly mismatch
Every month, the NBS publishes data on China’s electricity generation by technology. The figures for May 2024 came out nearly a month ago, in mid-June, and were widely reported.
However, this data is increasingly limited because it excludes, among other things, “distributed” solar sites, such as those on the roofs of homes and businesses. Analysis for this article shows this misses out about half of the electricity generated by solar overall.
The fact that the NBS data on power generation is incomplete is obvious when looking at consumption numbers: the NEA reported electricity consumption in May was 775TWh, while the NBS reported generation at only 718TWh. In reality, generation must be significantly larger than consumption because of losses at power plants and in transmission.
The seemingly small amount of power generation from solar and wind reported by the NBS has caused confusion and has led to claims that the performance of wind and solar in China is poor.
The performance of wind and solar generation is tracked by “utilisation” data collected by China Electricity Council (CEC), showing actual output relative to the maximum potential. These figures are normally included in monthly statistics released by the NEA.
The NEA omitted this data from its May release, which led to speculation from Bloomberg and Reuters that the reason would be poor numbers for wind and solar. This proved to be largely untrue when the data became available directly from the CEC, with solar power utilisation increasing significantly and wind power utilisation falling, but within normal year-to-year variation.
Another dataset, tracking the fraction of solar and wind power wasted due to grid inflexibility, showed small increases of 0.8 percentage-points for solar and 1.7 points for wind. This is problematic for plant operators, but well short of a spike that would notably affect the utilisation numbers – they typically vary by more than 5% from year to year.
There is now enough data to work around the limitations in the NBS power generation data and give a complete picture of China’s power generation mix in May.
The first thing to note is that the NBS numbers are normalised to a 30-day month, which accounts for a fraction of the mismatch. The rest of this article uses normalised 30-day numbers.
Instead of using the NBS numbers, it is possible to estimate generation from solar and wind based on reported capacity and utilisation. Combining these estimates with reported generation for other technologies yields total generation of 783TWh and year-on-year growth of 8%.
Reported electricity consumption of 750TWh – when normalised to a 30-day month – is consistent with estimated generation of 783TWh, with the 4.2% difference being due to transmission losses.
Monthly data on transmission losses is not available, but the average for 2023 was 4.5%, matching closely with the difference between reported consumption and estimated generation.
Record results
Putting the various figures together shows that, far from the modest 29% year-on-year increase in the incomplete NBS data, there was a record 78% rise in solar generation in May 2024.
Installed solar capacity increased by 52% to 691 gigawatts (GW) and capacity utilisation improved from 16% to 19%. This delivered the largest increase in China’s electricity generation for any technology, with solar generation rising 41TWh from 53TWh in May 2023 to 94TWh in May 2024.
The second-largest increase was from hydropower, where capacity only increased 1%, but utilisation jumped from 31% to 41%, as the sector recovers from the record drought seen in 2022-23. This led to a 39% or 34TWh increase in power generation, which hit 115TWh.
Wind power saw a strong increase in capacity of 21%. Utilisation fell, however, likely due to month-to-month variations in wind conditions. As a result, power generation grew by a relatively modest 5%, or 4TWh, reaching 83TWh. Nuclear and biomass-fired power generation also saw small increases in capacity, but the utilisation of nuclear plants fell from 87% to 85%.
In total, clean power generation grew 78TWh, as shown in the figure below. This was more than enough to exceed the 49TWh increase in demand.
As a result, gas-fired generation plummeted by 16%, despite a 9% increase in capacity, driving a steep 24% drop in utilisation. Coal-fired generation capacity increased by 3% while power generation from coal fell 3.7%, resulting in average plant utilisation falling by 7%. Falling demand could temper investment in new coal capacity, which has run hot in the past two years.
The changes in coal and gas-fired generation, combined with a slight degradation in the thermal efficiency of coal-fired power plants, imply a 3.6% drop in CO2 emissions from the power sector.
After these changes in output, China’s power generation mix shifted significantly away from fossil fuels in May 2024. The share of coal-fired generation fell to 53%, down from 60% at the same time last year and the lowest share on record, as shown in the figure below.
Meanwhile, solar rose to 12%, up from 7% a year earlier and the highest on record. The remainder was made up of wind (11%), hydropower (15%), nuclear (5%), gas (3%) and biomass (2%).
The overall non-fossil energy share was a record 44% and there was also a new record-high share for variable renewable – solar and wind – which reached 23%.
Solar and wind are gaining share in China’s power mix very rapidly, despite rising demand, as shown in the figure above. In May 2016, they accounted for just 7% of the total.
Meanwhile, strong clean-energy capacity growth continued in May 2024, with 19GW of solar being added, 3GW of wind and 1.2GW of nuclear.
In the first five months of 2024, China has added some 79GW of solar and 20GW of wind. These additions are up 29% and 21% respectively from last year’s numbers, which were already record-breaking, as shown in the figure below.
Looking at solar specifically, monthly additions in May 2024 were higher than the previous month of April and also increased year-on-year compared with May 2023.
The rapid growth in power generation from solar shows that the solar capacity boom is delivering new electricity supplies at a scale sufficient to cover much of China’s demand growth.
This reinforces the view that China’s CO2 emissions are in a period of structural decline.
If clean energy additions are kept at the level reached in 2023 and early 2024, then CO2 output is likely to keep falling, which would confirm 2023 as the peak year for the country’s emissions.
With China due to announce new climate targets by early next year, the government’s level of ambition for clean energy growth remains an open question.
About the data
Wind and solar output, and thermal power breakdown by fuel, was calculated by multiplying power generating capacity at the end of each month by monthly utilisation – the proportion of maximum possible output – using data reported by China Electricity Council through Wind Financial Terminal.
Total generation from thermal power, hydropower and nuclear power was taken from National Bureau of Statistics monthly releases. Monthly utilisation data was not available for biomass, so the annual average of 52% for 2023 was applied.
CO2 emissions from power generation were calculated by applying emissions factors from China’s latest national greenhouse gas emissions inventory, for the year 2018, as well as the monthly average coal power plant heat rate reported by National Energy Administration, and by assuming average thermal efficiency of 50% for gas-fired power plants.
The post Analysis: China’s clean energy pushes coal to record-low 53% share of power in May 2024 appeared first on Carbon Brief.
Analysis: China’s clean energy pushes coal to record-low 53% share of power in May 2024
Countries are still debating whether to mine the seafloor for minerals, but exploratory efforts have already begun.
As demand for critical minerals surges around the world, countries are debating whether to mine the untapped deep-sea reserves of cobalt, copper and manganese, miles below the surface. But a growing body of research shows that these activities could have profound consequences for ocean ecosystems, and the industries and communities that rely on them.
Climate Change
IEA: Slow transition away from fossil fuels would cost over a million energy sector jobs
A slower shift to clean energy could leave the world with 1.3 million fewer energy sector jobs by 2035 compared with a scenario in which governments fully implement their green policies, the International Energy Agency (IEA) has found.
In its annual World Energy Employment report, the Paris-based watchdog said on Friday that the Current Policies Scenario (CPS), which it reintroduced under pressure from the Trump administration, has “more muted” employment growth than the Stated Policies Scenario.
The CPS sees oil and gas demand continuing to rise until at least 2050 – a scenario that the IEA described as “cautious” and “anchored in enacted laws and measures” and was widely criticised by clean energy experts.
A fast energy transition would spur investment in construction, creating more jobs across the sector. New roles for electricians, building insulators, solar panel and energy-efficient lightbulb installers, and transition mineral miners would more than offset job losses in coal mines, power plants and oil and gas fields, the report found.
-
Plans to turn Europe’s biggest coal mine into a leisure lake prove divisive
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Scottish oil-town plan for green jobs sparks climate campers’ anger over local park
The oil and gas industry aims to bring clean jobs to Aberdeen, but it involves paving over part of a much-loved park, igniting a debate on just transition
Anabella Rosemberg, Just Transition lead at Climate Action Network International, lamented that the clean energy sector is “being undermined at a time when employment creation is of utmost priority”.
“Climate ambition and decent job creation must go hand in hand – but as the recent conversations at COP30 showed, there is a need for both the right targets and just transition strategies to make it happen,” she added.
A more ambitious Net Zero Emissions scenario, aligned with the Paris Agreement goal of limiting global warming to 1.5C, would see roughly ten million more energy jobs created than under the CPS, report author Daniel Wetzel told Climate Home News at a press conference.
Bottleneck warnings
The IEA warned that governments must act to train workers for these roles or risk facing shortages of electricians, welders, and grid specialists – a gap that could slow the energy transition and drive up wages and energy costs.
IEA head Fatih Birol highlighted a particular shortage of qualified workers in the nuclear industry, warning that the problem could worsen as the sector’s workforce continues to age. “I hear nuclear is making a comeback, but the interest in the nuclear sector for the jobs is rather weak,” he said.
Laura Cozzi, IEA’s Director of Sustainability, Technology and Outlooks, warned of a shortage of skilled workers in electricity grids. “That is one of the key ingredients why we are not seeing grids ramp up as [they] should,” she said. Over 60 governments pledged at COP29 to improve and expand their grids to enable clean electricity to flow to where it is needed.
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Bert De Wel, Global Coordinator for Climate Policy at the International Trade Union Confederation, celebrated that the energy transition is creating jobs but added that they should be good jobs with decent pay, conditions and union rights. Decent work would attract skilled workers, he added.
The report found that wages in the oil and gas industry have generally risen faster over the past year than in the solar – and especially the wind – sectors. It noted that the oil and gas industry has a “historical tendency to offer highly competitive wages to attract and retain top talent”.
At the COP30 climate summit, governments agreed to set up the Belém Action Mechanism to try and make the energy transition fairer to groups such as workers in the energy industry. It will give trade unions a formal role in shaping just transition policies, for what the ITUC says is the first time.
ITUC General Secretary Luc Triangle called it a “decisive win for the union movement and working people across the world, in all sectors but especially those in transition industries.”
The post IEA: Slow transition away from fossil fuels would cost over a million energy sector jobs appeared first on Climate Home News.
IEA: Slow transition away from fossil fuels would cost over a million energy sector jobs
Climate Change
DeBriefed 5 December: Deadly Asia floods; Adaptation finance target examined; Global south IPCC scientists speak out
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Deadly floods in Asia
MOUNTING DEVASTATION: The Associated Press reported that the death toll from catastrophic floods in south-east Asia had reached 1,500, with Indonesia, Sri Lanka and Thailand most affected and hundreds still missing. The newswire said “thousands” more face “severe” food and clean-water shortages. Heavy rains and thunderstorms are expected this weekend, it added, with “saturated soil and swollen rivers leaving communities on edge”. Earlier in the week, Bloomberg said the floods had caused “at least $20bn in losses”.
CLIMATE CHANGE LINKS: A number of outlets have investigated the links between the floods and human-caused climate change. Agence France-Presse explained that climate change was “producing more intense rain events because a warmer atmosphere holds more moisture and warmer oceans can turbocharge storms”. Meanwhile, environmental groups told the Associated Press the situation had been exacerbated by “decades of deforestation”, which had “stripped away natural defenses that once absorbed rainfall and stabilised soil”.
‘NEW NORMAL’: The Associated Press quoted Malaysian researcher Dr Jemilah Mahmood saying: “South-east Asia should brace for a likely continuation and potential worsening of extreme weather in 2026 and for many years.” Al Jazeera reported that the International Federation of Red Cross and Red Crescent Societies had called for “stronger legal and policy frameworks to protect people in disasters”. The organisation’s Asia-Pacific director said the floods were a “stark reminder that climate-driven disasters are becoming the new normal”, the outlet said.
Around the world
- REVOKED: The UK and Netherlands withdrew $2.2bn of financial backing from a controversial liquified natural gas (LNG) project in Mozambique, Reuters reported. The Guardian noted that TotalEnergies’ “giant” project stood accused of “fuelling the climate crisis and deadly terror attacks”.
- REVERSED: US president Donald Trump announced plans to “significantly weaken” Biden-era fuel efficiency requirements for cars, the New York Times said.
- RESTRICTED: EU leaders agreed to ban the import of Russian gas from autumn 2027, the Financial Times reported. Meanwhile, Reuters said it is “likely” the European Commission will delay announcing a plan on auto sector climate targets next week, following pressure to “weaken” a 2035 cut-off for combustion engines.
- RETRACTED: An influential Nature study that looked at the economic consequences of climate change has been withdrawn after “criticism from peers”, according to Bloomberg. [The research came second in Carbon Brief’s ranking of the climate papers most covered by the media in 2024.]
- REBUKED: The federal government of Canada faced a backlash over an oil pipeline deal struck last week with the province of Alberta. CBC News noted that First Nations chiefs voted “unanimously” to demand the withdrawal of the deal and Canada’s National Observer quoted author Naomi Klein as saying that the prime minister was “completely trashing Canada’s climate commitments”.
- RESCHEDULED: The Indonesian government has cancelled plans to close a coal plant seven years early, Bloomberg reported. Meanwhile, Bloomberg separately reported that India is mulling an “unprecedented increase” in coal-power capacity that could see plants built “until at least 2047”.
$518 billion a year
The projected coastal flood damages for the Asia-Pacific region by 2100 if current policies continue, according to a Scientific Reports study covered this week by Carbon Brief.
Latest climate research
- More than 100 “climate-sensitive rivers” worldwide are experiencing “large and severe changes in streamflow volume and timing” | Environmental Research Letters
- Africa’s forests have switched from a carbon sink into a source | Scientific Reports
- Increasing urbanisation can “substantially intensify warming”, contributing up to 0.44C of additional temperature rise per year through 2060 | Communications Earth & Environment
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
A new target for developed nations to triple adaptation finance by 2035, agreed at the COP30 climate summit, would not cover more than a third of developing countries’ estimated needs, Carbon Brief analysis showed. The chart above compares a straight line to meeting the adaptation finance target (blue), alongside an estimate of countries’ adaptation needs (grey), which was calculated using figures from the latest UN Environmental Programme adaptation gap report, based on countries’ UN climate plans (called “nationally determined contributions” or NDCs) and national adaptation plans (NAPs).
Spotlight
Inclusivity at the IPCC
This week, Carbon Brief speaks to an IPCC lead author researching ways to improve the experience of global south scientists taking part in producing the UN climate body’s assessments.
Hundreds of climate scientists from around the world met in Paris this week to start work on the Intergovernmental Panel on Climate Change’s (IPCC’s) newest set of climate reports.
The IPCC is the UN body responsible for producing the world’s most authoritative climate science reports. Hundreds of scientists from across the globe contribute to each “assessment cycle”, which sees researchers aim to condense all published climate science over several years into three “working group” reports.
The reports inform the decisions of governments – including at UN climate talks – as well as the public understanding of climate change.
The experts gathering in Paris are the most diverse group ever convened by the IPCC.
Earlier this year, Carbon Brief analysis found that – for the first time in an IPCC cycle – citizens of the global south make up 50% of authors of the three working group reports. The IPCC has celebrated this milestone, with IPCC chair Prof Jim Skea touting the seventh assessment report’s (AR7’s) “increased diversity” in August.
But some IPCC scientists have cautioned that the growing involvement of global south scientists does not translate into an inclusive process.
“What happens behind closed doors in these meeting rooms doesn’t necessarily mirror what the diversity numbers say,” Dr Shobha Maharaj, a Trinidadian climate scientist who is a coordinating lead author for working group two (WG2) of AR7, told Carbon Brief.
Global south perspective
Motivated by conversations with colleagues and her own “uncomfortable” experience working on the small-islands chapter of the sixth assessment cycle (AR6) WG2 report, Maharaj – an adjunct professor at the University of Fiji – reached out to dozens of fellow contributors to understand their experience.
The exercise, she said, revealed a “dominance of thinking and opinions from global north scientists, whereas the global south scientists – the scientists who were people of colour – were generally suppressed”.
The perspectives of scientists who took part in the survey and future recommendations for the IPCC are set out in a peer-reviewed essay – co-authored by 20 researchers – slated for publication in the journal PLOS Climate. (Maharaj also presented the findings to the IPCC in September.)
The draft version of the essay notes that global south scientists working on WG2 in AR6 said they confronted a number of diversity, equity and inclusion (DEI) issues, including “skewed” author selection, “unequal” power dynamics and a “lack of respect and trust”. The researchers also pointed to logistical constraints faced by global south authors, such as visa issues and limited access to journals.
The anonymous quotations from more than 30 scientists included in the essay, Maharaj said, are “clear data points” that she believes can advance a discussion about how to make academia more inclusive.
“The literature is full of the problems that people of colour or global south authors have in academia, but what you don’t find very often is quotations – especially from climate scientists,” she said. “We tend to be quite a conservative bunch.”
Road to ‘improvement’
Among the recommendations set out in the essay are for DEI training, the appointment of a “diversity and inclusion ombudsman” and for updated codes of conduct.
Marharaj said that these “tactical measures” need to occur alongside “transformative approaches” that help “address value systems, dismantle power structures [and] change the rules of participation”.
With drafting of the AR7 reports now underway, Maharaj said she is “hopeful” the new cycle can be an improvement on the last, pointing to a number of “welcome” steps from the IPCC.
This includes holding the first-ever expert meeting on DEI this autumn, new mechanisms where authors can flag concerns and the recruitment of a “science and capacity officer” to support WG2 authors.
The hope, Maharaj explained, is to enhance – not undermine – climate science.
“The idea here was to move forward and to improve the IPCC, rather than attack it,” she said. “Because we all love the science – and we really value what the IPCC brings to the world.”
Watch, read, listen
BROKEN PROMISES: Climate Home News spoke to communities in Nigeria let down by the government’s failure to clean up oil spills by foreign companies.
‘WHEN A ROAD GOES WRONG’: Inside Climate News looked at how a new road from Brazil’s western Amazon to Peru has become a “conduit for rampant deforestation and illegal gold mining”.
SHADOWY COURTS: In the Guardian, George Monbiot lamented the rise of investor-state dispute settlements, which he described as “undemocratic offshore tribunals” that are already having a “chilling effect” on countries’ climate ambitions.
Coming up
- 1-12 December: UN Environment Assembly 7, Nairobi, Kenya
- 7 December: Hong Kong legislative elections
- 11 December: Falkland Islands legislative assembly elections
Pick of the jobs
- Greenpeace International, engagement manager – climate and energy | Salary: Unknown. Location: Various
- The Energy, newsletter editor | Salary: Unknown. Location: Australia (remote)
- University of Groningen, PhD position in motivating people to contribute to societal transitions | Salary: €3,059-€3,881 per month. Location: Groningen, the Netherlands
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
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The post DeBriefed 5 December: Deadly Asia floods; Adaptation finance target examined; Global south IPCC scientists speak out appeared first on Carbon Brief.
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