China’s carbon dioxide (CO2) emissions fell by 1% in the second quarter of 2024 in the first quarterly fall since the country re-opened from its “zero-Covid” lockdowns in December 2022.
The new analysis for Carbon Brief, based on official figures and commercial data, shows China remains on track for a decline in annual emissions this year.
This annual outlook depends on electricity demand growth easing in the second half of the year, as expected in projections from sector group the China Electricity Council.
However, if the latest trends in energy demand and supply continue – in particular, if demand growth continues to exceed pre-Covid trends – then emissions would stay flat in 2024 overall.
Other key findings from the analysis include:
- China’s energy demand grew by 4.2% year-on-year in the second quarter of 2024. This is slower than the growth seen in 2023 and in the first quarter of this year, but is still much higher than the pre-Covid trend.
- CO2 emissions from energy use and cement production fell by 1% in the second quarter. When combined with a sharp 6.5% increase in January-February and a monthly decline in March, there was a 1.3% rise in CO2 emissions across the first half of the year, compared with the same period in 2023.
- Electricity generation from wind and solar grew by 171 terawatt hours (TWh) in the first half of the year, more than the total power output of the UK in the same period of 2023.
- China’s carbon intensity – its emissions per unit of GDP – only improved by 5.5%, well short of the 7% needed to meet the country’s intensity target for 2025.
- This was despite a one-off boost from China’s hydropower fleet recovering from drought.
- Compared with a year earlier, the increase in the number of electric vehicles (EVs) on China’s roads cut demand for transport fuels by approximately 4%.
- Manufacturing solar panels, EVs and batteries was only responsible for 1.6% of China’s electricity consumption and 2.9% of its emissions in the first half of 2024.
A slew of recent policy developments, summarised below, hint at a renewed focus in Beijing on the country’s energy and climate targets.
Yet the precise timing and height of China’s CO2 emissions peak, as well as the pace of subsequent reductions, remain key uncertainties for global climate action.
First post-Covid fall in CO2
China’s CO2 emissions fell by 1% in the second quarter of 2024, the first quarterly fall since the country re-opened from zero-Covid, as shown in the figure below.
Within the overall total, power sector emissions fell by 3%, cement production fell by 7% and oil consumption by 3%.
The reduction in CO2 emissions was driven by the surge in clean energy additions, which is driving fossil fuel power into reverse. (See: Clean energy additions on track to top 2023 record.)
However, rapid energy demand growth in sectors such as coal-to-chemicals diluted the impact of changes in the electricity sector. (See: Rapid energy demand growth.)
Clean energy additions on track to top 2023 record
The additions of new clean power capacity in China have continued to boom this year.
China added 102 gigawatts (GW) of new solar and 26GW of wind in the first half of 2024, as shown in the figure below. Solar additions were up 31% and wind additions up 12% compared with the first half of last year, so China is on track to beat last year’s record installations.
As a result of the strong capacity growth – and despite poor wind conditions – solar and wind covered 52% of electricity demand growth in the first half of 2024 and 71% since March. (The fall in wind speeds can be seen from NASA MERRA-2 data averaged for all of China.)
Indeed, the increase in power generation from solar and wind reported by the National Energy Administration in the first half of the year, at 171 terawatt hours (TWh), exceeded the UK’s total electricity supply of 160TWh in the first half of 2023.
Rapid demand growth in January–February, at 11%, had outpaced even the clean energy additions. But combined with a rebound in hydropower generation, the increase in non-fossil electricity supply exceeded power demand growth in the March to June period.
These shifts are shown in the figure below, illustrating how clean power expansion started to exceed electricity demand growth in recent months, pushing coal and gas power into reverse.
After stopping the publication of capacity utilisation data by technology in May, the National Energy Administration released data in July on power generation by technology for renewable sources – solar, wind, hydro and biomass.
The NEA’s data shows renewable electricity generation covering 35% of demand in the first half of 2024 and growing 22% year-on-year. This is much higher than the previously-published National Bureau of Statistics numbers – which under-report wind and particularly solar power generation – but is closely aligned with estimates previously published by Carbon Brief.
In terms of other clean energy technologies, the production of electric vehicles, batteries and solar cells – the so-called “new-three” due to their recently acquired economic significance – continued to grow strongly in the first half of the year, at 34%, 18% and 37%, respectively.
This growth in production indicates strong demand from China and overseas. The growth of solar cell production halted in June, however.
Rapid energy demand growth
While clean technologies continue to surge in China, energy consumption has also continued to grow at a fast rate relative to GDP. This indicates that the energy-intensive growth pattern that China followed during zero-Covid is continuing.
In the second quarter of 2024, total energy consumption increased by 4.2%, while GDP grew by 4.7%, marking an energy intensity gain of only 0.5%. This energy demand growth is much faster than the pre-Covid trend.
China’s target is an annual improvement of 2.9%, a rate that was exceeded consistently until Covid-era economic policies shifted the country’s growth pattern. Economic growth during and after zero-Covid has been reliant on energy-intensive manufacturing industries.
The main structural drivers of recent energy consumption growth were the coal-to-chemicals industry, and industrial demand for power and gas.
The coal-to-chemicals industry produces petrochemical products from coal instead of oil, supporting China’s energy security goals but at a great cost to climate goals, as the coal-based production processes have far higher carbon footprints.
China’s energy security drive and falling coal prices relative to oil prices have driven a boom in this industry. When coal supply was tight in 2022–23, the government was controlling coal use by the chemical industry to increase supply to power plants. As the coal supply situation has eased in 2024, this has enabled coal-to-chemicals plants to increase production, with coal consumption in the chemical industry growing 21% in the first half of the year.
Gas consumption increased 8.7% in the first half of the year, with industrial and residential gas consumption rising strongly, even as power generation from gas fell. Residential demand was driven up by extreme cold in the winter, however, rather than by structural factors.
On the flipside, the demand for oil products continued to fall, with a 3% drop in the second quarter that accelerated in the summer.
There are multiple factors driving the reduction: the shift to electric vehicles is contributing to the drop, with the share of EVs in cumulative vehicle sales over the past 10 years – an indicator of the mix of vehicles on the road – reaching 11.5% in June, up from 7.7% a year ago. This means that the increase in EVs cut the demand for transport fuels by approximately 4%.
The ongoing contraction in construction volumes, which is apparent in the fall in cement production, also affects oil demand, as the construction sector is a major source of demand for oil products for freight and machinery.
Another key driver is weak demand for oil as a petrochemical feedstock, which the rapidly increasing coal-to-chemicals production attempts to displace with the use of coal, albeit at a cost of increased CO2 emissions.
The contraction in construction volumes, caused by a slowdown in real estate that began in 2021, is weighing on the demand for cement and steel. Besides the direct effect of less real estate construction, local government revenues are dragged down by a fall in land sales, affecting their ability to spend on infrastructure construction.
These changes in demand for energy can been seen in the figure below, which shows contributions to the change in China’s CO2 emissions in the second quarter of this year.
While CO2 emissions did fall in the second quarter, the rate of CO2 intensity improvements fell short of the level needed to meet China’s 2025 carbon intensity commitment.
The country’s goal is to reduce emissions relative to GDP by 18% from 2020 to 2025, with progress until 2023 falling far short of the target.
As reported GDP growth slowed to 4.7% in the second quarter, and CO2 emissions fell by 1%, CO2 intensity improved by 5.5%, short of the 7% annual improvement needed in 2024-25 to get back on track.
Improvements are also easier to achieve this year than they will be in 2025, as the rebound of hydropower from the low availability in 2022–23 helps reduce emissions. This is a one-off tailwind that is not likely to be present in 2025.
One part of the energy-intensive industry that China has been relying on to drive economic growth is the manufacturing of clean energy technologies. In response, some commentators have exaggerated the CO2 impact of Chinese factories making solar panels, EVs and batteries.
In reality, however, the manufacturing of these goods was responsible for 1.6% of China’s electricity consumption and 2.9% of its emissions in the first half of 2024, based on calculations using publicly available data.
The same calculations show that their CO2 emissions and electricity consumption increased by approximately 27% in the same period, contributing a 0.6% increase in China’s total fossil CO2 emissions and 0.4% increase in electricity consumption.
Looking ahead to the rest of this year, energy consumption growth is expected to cool. The China Electricity Council projects electricity demand growth of 5% in the second half of the year, compared with 8.1% in the first half, and the National Energy Administration expects full-year gas demand growth to moderate to 6.5–7.7%, from 8.7% in the first half.
If these projections are accurate, then the continued growth of clean energy consumption would be sufficient to push China’s CO2 emissions into decline this year.
However, the faster-than-expected energy demand growth in the first half of the year dilutes the emission reductions from the country’s record clean energy additions, and adds uncertainty to whether China’s emissions will indeed fall in 2024 compared with 2023.
If the growth rates of energy demand, by fuel and sector, seen in the second quarter of this year continue into the third and fourth quarter, with similar continuity in the growth rates of non-fossil electricity generation, then China’s emissions would stay flat in 2024 overall.
Recent policy developments
Energy consumption growth could also be moderated by a renewed policy focus on energy and climate targets. In May of this year, the State Council, China’s top administrative body, issued an action plan on energy conservation and CO2 emission reductions in 2024–25.
This plan is notable both for the unusual time period, covering the last two years of the five-year plan period, and for its high-level nature – energy conservation would normally fall under the jurisdiction of the energy and environmental regulators, rather than the State Council.
This suggests that the government recognises the shortfall against the 2025 carbon intensity and energy intensity targets. The action plan calls for meeting both of these targets, and lists numerous measures to be undertaken in response.
Yet the plan did not set numerical targets for 2024 that would be consistent with meeting the 2025 targets, which could be seen as taking a hedged approach of pushing for more action but not guaranteeing that sufficient results will be achieved.
Another State Council plan, released in late July, calls for speeding up the creation of a “dual control system” to control total CO2 emissions and emissions intensity. (Historically, China has never set numerical targets for total CO2 emissions, only aiming to limit CO2 intensity.)
According to the July release, the 15th five-year plan will set a binding carbon intensity target in the 2026-30 period, in line with previous five-year plans. For the first time, there will also be a non-binding, “supplementary” target for China’s absolute emissions level in 2030. Then, for each of the following five-year periods, there will be a binding absolute emissions target.
After the shortfall against the 2025 intensity target, the 15th five-year plan period would need to set a demanding intensity target to fulfil China’s 2030 commitments under the Paris Agreement.
The most important political meeting of the year, the “third plenum” of the Central Committee of the Communist Party, took place in July. The readout of the meeting mentioned carbon emissions reduction for the first time, but did not signal a shift to stimulating consumption. This could have driven less emissions-intensive economic growth, reducing reliance on higher-carbon manufacturing or infrastructure expansion.
The key focus of the meeting was promoting “new quality productive forces”, meaning advanced manufacturing and innovation. In practice, this likely implies a continued emphasis on manufacturing, with the potential for the energy-intensive economic growth pattern to continue.
Another indication that carbon emissions are receiving more policy emphasis is that the government appears to have stopped permitting new coal-based steelmaking projects since the beginning of 2024.
Hundreds of coal-based “replacement” projects were permitted in previous years, preparing to replace up to 40% of China’s existing steelmaking capacity with brand-new furnaces.
The shift away from new coal-based capacity is consistent with China’s target of increasing the use of electric arc furnaces – but progress towards that target had been lagging.
On coal-fired power, the government issued a new policy on “low-carbon transformation” of coal plants, aiming to initiate “low-carbon” retrofitting projects of a batch of coal power plants in 2025, with the target of reducing the CO2 emissions of those plants 20% below the average for similar plants in 2023, and another batch in 2027 aiming for emission levels 50% below 2023 average.
Under this transformation plan, emissions reductions at targeted coal plants are supposed to be achieved by “co-firing” coal with either biomass or “green” ammonia derived from renewables-based hydrogen, or by adding carbon capture, utilisation and storage (CCUS).
However, there are no targets for how many coal plants should be retrofitted, or what the incentives will be to do that, which will obviously determine the direct impact of this policy.
The impact could be small as biomass supply is limited, while the costs of ammonia and CCUS are high. For example, the International Energy Agency – among the more optimistic on power generation from biomass – sees its share rising from 2% in 2022 to 4.5% in 2035, if China meets its pledges on energy and climate IEA’s.
Furthermore, much of China’s coal-fired generation is already unprofitable, with almost half of the firms in the sector operating at a loss – even before taking on costly new measures.
The policy does however constitute Beijing’s first attempt at reconciling the recent permitting spree of new coal-fired power plants with its CO2 peaking goal for 2030, and looking for alternatives to early closure or under-utilisation of at least a part of the coal power fleet.
Prospects for a 2023 emissions peak and beyond
China’s emissions fell year-on-year in March and in the second quarter, as expected in my analysis for Carbon Brief last year.
Faster-than-expected growth in coal demand for the chemical industry, however, as well as industrial demand for power and gas, has diluted the emission reductions from the power sector, making the fall in emissions smaller than expected.
Nevertheless, China is likely still on track to begin a structural decline in emissions in 2024, making 2023 the peak year for CO2 emissions.
In order for this projection to bear out in reality, clean energy growth would need to continue and the expected cooling in energy demand growth in the second half of the year would need to materialise, with the new policy focus on energy savings and carbon emissions proving lasting.
The trends that could upset this projection include the economic policy focus on manufacturing, and the expansion of the coal-to-chemicals industry.
The surge in coal use for coal-to-chemicals is also a demonstration that even if power sector emissions begin to fall, as long as China’s climate commitments allow emissions to increase, there is the potential for developments that increase emissions in other sectors.
China has committed to updating its climate targets for 2030 and releasing new targets for 2035 early next year. These targets will be key in cementing the emissions peak and specifying the targeted rate of emission reductions after the peak – both of which have seismic implications for the global emissions trajectory and the level at which temperatures can be stabilised.
About the data
Data for the analysis was compiled from the National Bureau of Statistics of China, National Energy Administration of China, China Electricity Council and China Customs official data releases, and from WIND Information, an industry data provider.
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, using data reported by China Electricity Council through Wind Financial Terminal.
Total generation from thermal power and generation from 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. Power sector coal consumption was estimated based on power generation from coal and the average heat rate of coal-fired power plants during each month, to avoid the issue with official coal consumption numbers affecting recent data.
When data was available from multiple sources, different sources were cross-referenced and official sources used when possible, adjusting total consumption to match the consumption growth and changes in the energy mix reported by the National Bureau of Statistics for the first quarter and the first half of the year. The effect of the adjustments is less than 1% for all energy sources, and the conclusion that emissions fell in the second quarter holds both with and without this adjustment.
CO2 emissions estimates are based on National Bureau of Statistics default calorific values of fuels and emissions factors from China’s latest national greenhouse gas emissions inventory, for the year 2018. Cement CO2 emissions factor is based on annual estimates up to 2023.
For oil consumption, apparent consumption is calculated from refinery throughput, with net exports of oil products subtracted.
The post Analysis: China’s CO2 falls 1% in Q2 2024 in first quarterly drop since Covid-19 appeared first on Carbon Brief.
Analysis: China’s CO2 falls 1% in Q2 2024 in first quarterly drop since Covid-19
Climate Change
Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year
More than 40% of children under the age of 10 globally are already experiencing at least 20 additional “heat-stress days” due to climate change.
This is according to a new attribution study, published in Science Advances, which combines climate models with demographic data to assess the age groups and regions that are exposed to the most hot, humid days.
The study finds that children up to the age of nine already face more additional heat-stress days globally as a result of climate change than any other age group.
It adds that south Asia and west Africa are recording the greatest childhood exposure to dangerous levels of humid heat – largely because these regions have a rapidly growing population with the highest proportion of young children.
As the climate warms, children will continue to be more exposed to heat stress than any other age group, the paper warns.
The lead author of the study tells Carbon Brief that the findings should inform discussions about climate justice, noting that children in developing countries “have contributed the least to historical greenhouse gas emissions”.
Humid heat
High temperatures can be deadly. For example, the heatwaves that swept across Europe in the summer of 2026 have been linked to tens of thousands of “excess deaths”.
A prominent 2021 study found that children born in the 21st century will be exposed to more extreme weather events in their lifetimes than their parents and grandparents.
Four years later, a study conducted by scientists from the same team found that more than half of children born in 2020 – around 62 million people – will experience “unprecedented lifetime exposure” to heatwaves, even if warming is limited to 1.5C.
Now, the latest research from the same team finds that children already face greater exposure to dangerous levels of humid heat than adults as a result of human-caused climate change.
Extreme heat is particularly dangerous when combined with high humidity. In hot weather, the human body produces sweat to cool itself down. However, as humidity increases, sweating becomes less effective.
The study uses wet-bulb globe temperature – a measure of temperature that takes humidity and wind into account – to calculate heat stress. It defines a “heat-stress day” as any day with a wet-bulb globe temperature above 28C, as this is considered the threshold for “moderate heat stress”
The authors then use climate models to simulate global temperature patterns in the present-day climate. (The authors use the climate of 2023, in which human activity has caused 1.3C of warming, to represent the “present-day”.)
They then count the number of heat-stress days that each country records on average, per year. The authors then repeat this exercise, simulating a pre-industrial climate without human-caused warming.
By comparing the number of heat-stress days in the present-day climate with the number in a pre-industrial climate, the authors can determine how many extra heat-stress days were driven by climate change. They refer to these as “extra” or “attributable” heat-stress days.
The authors find that “low-latitude” countries, located in the tropics, record the most extra heat-stress days.
For example, the paper finds that people living in Côte d’Ivoire currently face 112 heat-stress days every year. It adds that around half of these are due to human-caused climate change.
In contrast, Germany sees only 0.1 heat-stress days per year in today’s climate on average, which is largely attributable to human-caused climate change.
Rosa Pietroiusti, a PhD student at Vrije Universiteit Brussel and lead author on the study, explains why this number may seem lower than expected.
She tells Carbon Brief that the paper “really focuses on humid heat, at levels that are relatively rarely felt in Europe”. She adds:
“Our data also doesn’t capture the urban heat island effect, due to the resolution of the data we use, which also would lead to underestimations of heat stress locally, and lead to a mismatch with what people are experiencing at local scales, particularly in cities.”
Inequality
Extreme heat affects some people more severely than others. Children, people over 65 and those with pre-existing medical conditions or certain disabilities are among the most vulnerable. This is because their bodies are less able to regulate their temperature.
The authors use gridded demographic data to determine the age structure of each country. From this, they calculate how many people from each age cohort are exposed to extra heat days as a result of climate change.
The research finds that globally, 583 million children under the age of 10 already live through at least 20 attributable heat days every year. This accounts for 44% of all children in this age bracket.
In comparison, 190 million people aged 60-69 face at least 20 attributable heat days per year, accounting for 30% of this age cohort.
The authors find that children face the greatest exposure to humid heat for two main reasons.
First, there are more young people alive today than older people, with 1.3 billion children aged under 10 in the world, compared to 0.6 billion people aged 60-69.
Second, they find that countries in Africa and Asia typically have rapidly growing populations with more young children. In contrast, many countries in the northern hemisphere – which are typically cooler – have older populations.
The map below shows how many extra stress heat days each country currently faces as a result of human-caused climate change. Darker reds indicate a higher number of attributable heat days. The blue circles show the percentage of the population under the age of 10, with larger circles indicating a higher percentage.
Warming world
The authors also repeat their analysis for a 1.5C and 2C warmer world. They use population estimates from the SSP2 scenario, which projects that the world’s population will peak at more than nine billion in the second half of the 21st century, with most growth occurring in low-latitude regions – especially in sub-Saharan Africa.
The research finds that, in today’s climate, 11% of all under 10s currently experience 100 or more extra heat-stress days per year due to climate change. In worlds warmed by 1.5C and 2C, the percentage rises to 13% and 23%, respectively.
In contrast, only 6% of all people aged 60-69 currently face 100 or more extra heat-stress days each year due to climate change. This number rises to 9% and 17% for 1.5C and 2C worlds, respectively.
These results are shown in the plot below. The three rows represent the climates of 2023 (top), a 1.5C world (middle) and a 2C world (bottom). The columns show different age cohorts, from the oldest on the left to the youngest on the right.
Each circle contains 100 coloured dots, with each dot representing 1% of the age cohort.
The colour of the dot represents exposure to annual heat-stress day, with darker dots indicating more heat-stress days. Grey dots mean that people experience fewer than one extra heat-stress day per year due to human-caused climate change, while black dots mean more than 150 extra heat-stress days due to climate change.
The figure shows that higher warming levels expose more people to heat stress and that younger cohorts tend to be worst affected.
For example, the top-right circle represents heat stress for under 10s in the present-day climate. Three of these dots are coloured black, indicating that 3% faced at least 150 attributable heat-stress days in 2023.
Pietroiusti tells Carbon Brief the study uses wet-bulb temperature because it is a “well-established heat stress metric”. However, she notes that it was not “explicitly defined to focus on children”. She continues:
“A really important step forward in the research community would be to link up climate science and health science experts to do research on what metrics are really most representative of, for example, health impacts and educational impacts that children will be suffering.”
Vulnerability
Dr Qinqin Kong, a postdoctoral researcher at the departments of medicine and health policy at Stanford University, who was not involved in the study, praises its “robust” methodology.
He tells Carbon Brief that the research provides “a timely quantitative evidence for discussions of climate justice, children’s rights and intergenerational equity”.
However, Kong suggests that the paper “may overstate the contrast between children and the elderly and underestimate the relative burden of older adults”.
He says:
“The elderly may also be more vulnerable due to their social circumstances. Children often benefit from parental supervision and caregiving, whereas many older adults live alone, have limited mobility and face barriers to accessing cooling or emergency assistance during heat events.”
Kong also notes that “people and societies in the mid-latitudes [for example, across much of Europe and North America] are less adapted to heat”, which may make them vulnerable to its impacts.
For example, he says that Europe “shows substantially stronger relative risk of heat mortality likely due to less heat-acclimatised populations, lower air conditioning prevalence and urban designs that don’t favour heat dissipation”.
Similarly, Dr Daniel Vecellio – a researcher at the University of Nebraska, who was not involved in the study – tells Carbon Brief that children are an “understudied cohort”.
However, he says there is “reason for hope” because “children are typically pretty good behavioural adapters to extreme heat” and because people who are “chronically exposed to extreme heat” will “have a better chance at better acclimatisation”.
Pietroiusti tells Carbon Brief that global reporting on heatwaves is often skewed towards wealthier nations.
For example, she notes that large-scale databases of disasters, such as EM-DAT, often underrepresent heatwaves in Africa, due in part to a lack of news coverage and formal reporting. She adds:
“Studies like this, which start from the climate data, can start to fill some of these gaps.”
She adds that the paper should inform discussions about climate justice, noting that children in developing countries, who are most severely affected by the increase in heat-stress days, “have contributed the least to historical greenhouse gas emissions”.
Pietroiusti, R. et al. (2026) Age-specific exposure to human-induced increases in humid heat, Science Advances, doi:10.1126/sciadv.aeb3232
The post Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year appeared first on Carbon Brief.
Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year
The US is expected to resume its attempt to sink measures for a greener global shipping sector at closed-door talks between governments at the International Maritime Organization (IMO) in early September.
The US and oil-producing allies like Saudi Arabia want to weaken a proposed plan for cleaner fuels that aims to reduce planet-heating emissions from the industry, which relies heavily on dirty bunker fuels. Shipping currently represents 3% of global emissions.
Those that want a softer system are likely to back a Liberian proposal which expert analysis suggests would see emissions fall by only half at most by 2050, far short of the sector’s agreed climate goals.
After several years of debate, governments provisionally agreed in April 2025 on the “Net Zero Framework” (NZF), a series of emissions reduction targets for shipowners, backed up with financial rewards for meeting the targets and fees for missing them.
But in October 2025, after a high-profile intervention from US President Donald Trump and threats of sanctions and visa restrictions, the US convinced a majority of voting nations to postpone the adoption of the NZF for a year.
Ralph Regenvanu, climate minister for the Pacific nation of Vanuatu, called the delay “unacceptable” given the urgency of accelerating climate change.
After a round of low-profile talks in May, the first of three further sets of talks on how to clean up shipping will begin at the IMO’s riverside headquarters in London on Tuesday, culminating in a final public session in November.
Em Fenton, who follows the talks as senior director of climate diplomacy at Opportunity Green, an NGO focused on aviation and shipping, said governments should not be sidetracked by alternative proposals to the NZF, calling them “a distraction from a hard-fought multilateral compromise”.
“If countries want to deliver a just and fair maritime transition, there is really only one choice: back the NZF and stand together in solidarity against those who would tear it apart,” Fenton added.
Five proposals on the table
Governments will discuss five different proposals submitted in advance of next week’s meeting. The most ambitious of these is from the Pacific island nation of Tuvalu, which has proposed a levy on the entirety of a ship’s emissions rather than just those above a certain level, as the NZF envisions.
That had been the original demand of Pacific nations before the NZF was provisionally adopted in April 2025. At the time, Tuvalu’s transport minister Simon Kofe described the NZF as disappointing and not ambitious enough.
For this reason, six Pacific countries abstained in the vote on the NZF. While they supported the original plan for its adoption in October 2025, they have used the delay to push again for more ambition.
John Kautoke, advisor to a group of Pacific nations called 6PAC+, told Climate Home News that the NZF “cannot diminish its already inadequate ambition. If anything, the NZF must increase in ambition if we are going to renegotiate its parameters.”
-
New Zealand moves to protect business with law curtailing climate litigation
A new bill prevents corporations being sued for the climate damage their emissions cause, as the government says climate action should be handled at the national level not in court -
Indonesia’s nickel production cuts are not enough to create a sustainable industry
The government is restricting nickel production to push up prices but producing more sustainable nickel for a premium requires addressing the industry’s coal issue -
As marine heat breaks records, countries seek ocean roadmap at COP31
Africa and the EU are leading a push for COP31 to deliver a roadmap that lays out measures to protect fast-warming oceans
Analysis by the Institute of Marine Engineering, Science and Technology (IMarEST) suggests that, of the five proposals, only Tuvalu’s would meet the 2030 and 2040 emissions reduction targets for global shipping that were agreed by governments in 2023. Those were for cuts of 20% between 2008 and 2030, 70% by 2040 and then reaching net zero “by or around, i.e. close to 2050”.
Despite this, the UK, Australia, Canada and South Africa have formally proposed that governments adopt the NZF, which won support in a 63-13 vote among governments at the April 2025 talks. Trump’s US walked out halfway through.
According to IMarEst’s analysis, while the NZF proposal will not be enough to meet the industry’s targets, it will reduce emissions more cheaply than the Pacific proposal.
A proposal by Brazil – which fought hard for the NZF last October – suggests tweaking the framework to make meeting targets easier in the short term and harder in the long term.
While this compromise will make it more appealing to the owners of polluting ships and countries that support them, IMarEst estimates it would lead to higher cumulative emissions than either the NZF or Pacific proposals.
The NZF stipulates that fees for high-polluting shipowners should be be put into a Net Zero Fund and used to promote clean shipping fuels and a fairer transition. The Brazilian proposal would delay raising and spending these funds by two years, from 2029 to 2031.
Liberia’s proposal weakens emissions cuts
The US and Saudi Arabia are likely to swing behind a new proposal from Liberia, whose government makes millions of dollars a year selling the right for shipowners to register their vessels in the small West African nation via a US-based company.
This proposal would weaken the emissions reduction targets. IMarEst says it would cut the industry’s emissions at most by a half by 2050, falling far short of the target agreed in 2023 for international shipping to reach net zero “close to 2050”.
It would also replace the NZF’s fees for missing targets with a carbon trading system. As a result, there would be no Net Zero Fund and therefore less money available to incentivise green fuels and make the transition more equitable for poorer nations.
Pacific advisor Kautoke said that, as well as preventing shipping from reaching zero emissions by 2050, Liberia’s proposal would mean the Pacific “will not receive any support to deal with the disproportionately negative impacts created by the cost of the transition”.
“We get a double blow if we adopt the Liberian proposal,” he warned. “We get all the cost of a transition without any support, and we have an industry that continues to burn fossil fuels to an unforeseen point.”
Japanese proposal favours shipowners
Japan has submitted a late proposal to amend the NZF so that shipowners have more control over how the fees they would pay for emitting above a set threshold are spent.
University College London professor Tristan Smith has argued that this change means there will be no central mechanism to incentivise investments in clean fuels. He wrote on LinkedIn that under the system put forward by Japan, shipowners would be able to select which green projects their fees would go to. They could choose their own or those of a sister company or other shipowners, rather than funding broader just transition projects that would benefit marine workers or developing countries hit by rising shipping costs.
Despite its flaws, Smith added that Japan’s proposal “could still get taken seriously by some, given how appealing it may seem to shipowners who have consistently demanded control of revenues, and given how the US and other member states have pushed back against the IMO Net Zero Fund and [greenhouse gas] pricing.”
Tacit or explicit approval?
Next week, governments are expected to make statements saying which proposals – or which aspects of proposals – they prefer. Another set of talks will be held from November 23-27 before a potentially final round from November 30-December 4.
A new framework to tackle shipping emissions could be adopted at those talks if two-thirds of countries that are present and signed up to a regulation called Marpol Annex VI – endorsed by just over 100 states – vote in favour of it, as they did in April 2025.
The US and its allies are also trying to change the rules to make the next stage more difficult. Decisions that have been adopted at IMO meetings usually take effect automatically unless a certain number of countries object within a certain time period decided by governments, a system known as tacit approval.
But the US wants that to require explicit approval instead, so that any new emissions standard would not come into force unless enough governments – representing a certain percentage of the world’s shipping fleet – actively indicate support for it.
Critics say this change would give a small number of countries with large shipping registries the power to block implementation. Liberia has the world’s biggest shipping registry, run by an American company, followed by Panama and the Republic of the Marshall Islands.
Liberia and Panama have supported the US at the talks on the Net Zero Framework. The Marshall Islands has long been one of the most vocal supporters of climate action in shipping but, with its officials and shipping registry income vulnerable to US retaliation, did not sign on to the recent Pacific proposal vowing to strengthen the NZF if it is re-opened.
Brazilian negotiator Adriana de Medeiros Gabinio warned in April that the NZF’s opponents are trying to change the rules by which it comes into force as a “safety net to block” it.
The post Battle over cleaning up shipping set to resume at London talks appeared first on Climate Home News.
Battle over cleaning up shipping set to resume at London talks
SYDNEY, Wednesday 26 August 2026 — New 2026 Sustainability Reports released by supermarket giants Coles and Woolworths this week demonstrate the retailers are failing on their commitments to end deforestation in their supply chains.
Adele Chasson, Nature Policy Lead at Greenpeace Australia Pacific said:
“These so-called sustainability reports are revealing. Despite their public commitments in 2024 and 2025, neither Coles nor Woolworths have taken deforestation-linked beef off their shelves. Meanwhile, bulldozers continue to tear up forests and bushland, pushing wildlife closer to extinction and causing mass toxic runoff to flow into the Great Barrier Reef. Millions of native animals like koalas are losing their homes to beef pastures each year, while the big supermarkets put off action.
“Australians would be shocked to know that beef on the shelves of our biggest supermarkets could be pushing threatened species to the brink of extinction. Collectively Coles and Woolworths have made more than $2 billion in profits in the last year, profiting from the destruction of wildlife and precious Australian nature. Coles and Woolworths owe it to shoppers to deliver on their promises and end deforestation in their supply chains now.
“As big beef buyers, Coles and Woolworths have an essential role to play in keeping Australia’s unique forests standing. They can help stop the Great Barrier Reef from being poisoned by runoff and protect iconic forest wildlife by taking deforestation off their shelves. It’s time these big companies put their money where their mouths are and follow through on their promise of sourcing and supplying deforestation-free beef.”
-
Climate Change1 year ago
Guest post: Why China is still building new coal – and when it might stop
-
Greenhouse Gases1 year ago
Guest post: Why China is still building new coal – and when it might stop
-
Greenhouse Gases2 years ago嘉宾来稿：满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Climate Change2 years ago嘉宾来稿：满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Climate Change2 years ago
Bill Discounting Climate Change in Florida’s Energy Policy Awaits DeSantis’ Approval
-
Renewable Energy10 months agoSending Progressive Philanthropist George Soros to Prison?
-
Greenhouse Gases1 year ago
嘉宾来稿：探究火山喷发如何影响气候预测
-
Carbon Footprint2 years agoUS SEC’s Climate Disclosure Rules Spur Renewed Interest in Carbon Credits