For the first time, the growth in China’s clean power generation has caused the nation’s carbon dioxide (CO2) emissions to fall despite rapid power demand growth.
The new analysis for Carbon Brief shows that China’s emissions were down 1.6% year-on-year in the first quarter of 2025 and by 1% in the latest 12 months.
Electricity supply from new wind, solar and nuclear capacity was enough to cut coal-power output even as demand surged, whereas previous falls were due to weak growth.
The analysis, based on official figures and commercial data, shows that China’s CO2 emissions have now been stable, or falling, for more than a year.
However, they remain only 1% below the latest peak, implying that any short-term jump could cause China’s CO2 emissions to rise to a new record.
Other key findings include:
- Growth in clean power generation has now overtaken the current and long-term average growth in electricity demand, pushing down fossil fuel use.
- Power-sector emissions fell 2% year-on-year in the 12 months to March 2025.
- If this pattern is sustained, then it would herald a peak and sustained decline in China’s power-sector emissions.
- The trade “war” initiated by US president Donald Trump has prompted renewed efforts to shift China’s economy towards domestic consumption, rather than exports.
- A new pricing policy for renewables has caused a rush to install before it takes effect.
- There is a growing gap that would need to be bridged if China is to meet the 2030 emissions targets it pledged under the Paris Agreement.
If sustained, the drop in power-sector CO2 as a result of clean-energy growth could presage the sort of structural decline in emissions anticipated in previous analysis for Carbon Brief.
The trend of falling power-sector emissions is likely to continue in 2025.
However, the outlook beyond that depends strongly on the clean energy and emissions targets set in China’s next five-year plan, due to be published next year, as well as the economic policy response to the Trump administration’s hostile trade policy.
China’s emissions decline due to clean power
Over the past decade, China’s CO2 emissions from fossil fuels and cement have risen by nearly a fifth, but there have been ups and downs along the way.
The shallow decline in 2015 and 2016 was due to a slump that followed a round of stimulus measures, while zero-Covid controls caused a sharper fall in 2022. Overall, however, emissions have continued to increase, pausing only during periods of economic stress.
More recently, there have been signs that China’s CO2 emissions could be close to reaching a peak and plateau, or even a period of structural decline.
The latest data, for the first quarter of 2025, shows that China’s CO2 emissions have now been stable or falling for more than a year, as shown in the figure below.
However, with emissions remaining just 1% below the recent peak, it remains possible that they could jump once again to a new record high.

Therefore, the future path of China’s CO2 emissions hangs in the balance, depending on trends within each sector of its economy, as well as China’s response to Trump’s tariffs.
These sectoral trends are explored further in the sections below, along with signals on what could be coming next from Chinese policymakers as they consider the country’s international climate pledge for 2035 and the five-year plan for 2026-2030.
Power-sector emissions fall while other sectors rebound
The reduction in China’s first-quarter CO2 emissions in 2025 was due to a 5.8% drop in the power sector. While power demand grew by 2.5% overall, there was a 4.7% drop in thermal power generation – mainly coal and gas.
Increases in solar, wind and nuclear power generation, driven by investments in new generating capacity, more than covered the growth in demand. The increase in hydropower, which is more related to seasonal variation, helped push down fossil power generation.
Power-sector emissions fell by more than total generation from fossil fuels, as the share of biomass and gas increased, while average coal power plant efficiency improved.
Specifically, the average amount of coal needed to generate each unit of electricity at coal-fired power plants fell by 0.9% year-on-year.
The first-quarter reduction in CO2 emissions from coal use in the power sector is shown at the bottom of the figure below, below CO2 changes in other sectors.

Outside of the power sector, emissions increased 3.5%, with the largest rises in the use of coal in the metals and chemicals industries.
The coal-to-chemicals industry is undergoing rapid expansion, driven by concerns about dependence on imported oil and gas. During the first quarter of 2025, it was also benefiting from more favourable economics due to lower coal prices and relatively high oil prices.
Crude steel production increased 0.6% year-on-year, metal products output by 6% and non-ferrous metals production by 2%. All of these increases were mainly due to a jump in March. Metals demand was boosted by the bump in exports ahead of the tariffs, but high output has continued well into April.
Real-estate construction “starts” fell by 24% and sales of new properties by 3%, indicating that the demand for cement, steel and glass from the construction sector continues to decline.
In contrast, economic output in vehicle and machinery production increased by 12% and 13%, respectively, signalling increased demand for metals.
Cement production fell by 1.4%, a slower rate of decrease than in previous years, likely due to an earlier start to weather-dependent construction activity thanks to warm weather.
Gas consumption increased by an estimated 6% in the power sector, due to a 14% increase in gas-fired power generation capacity, even as the average utilisation of the plants fell. However, gas consumption fell in other sectors, outweighing the increase for power.
Oil products consumption increased slightly, as shown by the bar at the top in the figure above. Warmer weather meant that weather-dependent construction and agricultural activity rose earlier in the year than usual.
However, structural factors, particularly vehicle electrification and the shift to liquified natural gas (LNG) in the freight sector, point to continued declines in oil demand.
Have China’s emissions peaked?
Following the 1.6% decline in the first quarter of 2025, China’s emissions have now been stable or falling for more than a year, starting from the beginning of March 2024.
However, emissions in the 12 months to the end of March 2025 were down only 1% from their recent peak, implying that any short-term jump could lead to a new record high.
After the sharp reduction in the first quarter, emissions from power generation are now down year-on-year for the most recent 12 months.
This has happened four times before over the past four decades – in 2009, 2012, 2015 and 2022. However, the current drop is the first time that the main driver is growth in clean power generation.
The falls in 2009 and 2012 were related to the global financial crisis and the Euro area crisis, while the drop in 2015 was driven by the construction and industrial sector slump that followed the 2008-12 stimulus program.
These economic shocks resulted in the sharp reduction in electricity demand shown in the figure below. The drop in 2022 was a combination of slow power demand growth due to strict “zero-Covid” measures and relatively strong clean-power additions.

Importantly, the growth in clean power generation in the first quarter of 2025 was not only larger than the rise in demand overall, it was also higher than the average increase in demand over the past 15 years, marked by the dashed line in the figure above.
Moreover, hydropower has been stable year-on-year in the past six months, implying that the clean-energy growth has been driven by increases in solar, wind and nuclear power capacity, not year-to-year variation in hydropower output.
Looking beyond electricity generation, all sectors registered a fall in emissions over the most recent four months from December 2024 to March 2025, except for coal-to-chemicals.
In order for China’s emissions overall to peak and then start declining, CO2 cuts in declining sectors will need to outweigh continued growth elsewhere.
For example, process emissions from cement production peaked in 2021 and have declined by 27% since then, as shown in the top left chart in the figure below.

Coal use outside the power and chemicals sectors peaked at the same time as cement, but has been rebounding since then and is now close to previous peak levels.
The China Coal Association expects coal use in the steel and building materials industries to fall, while coal consumption in the chemical industry is projected to continue growing.
Hopes of future growth in demand for coal are pinned on the chemical sector, described as a shift from using coal primarily as a fuel to a role as both a fuel and a raw material.
The association also believes that coal-fired power generation will resume growth – at least in the short term – but it recently revised down its projections for 2025 compared with the outlook at the end of 2024.
The tariff “war” may have affected expectations. One analysis suggests a 0.5 to 1 percentage point reduction in China’s GDP growth rate due to the tariffs could result in a similar reduction in demand for thermal coal – mainly used at power stations.
Oil product consumption has been declining since the post-Covid rebound ended in March 2024, falling 2% from its peak. The long-term trend is expected to be downwards, due to the electrification of transportation, despite rising demand for chemicals and aviation.
Gas use has been falling for a few months, but the trend is likely still increasing.
The table below lists the 12-month periods with the highest emissions for each sector, as well as the reduction since the latest peak in each case.
| Sector | Date of highest emissions | Reduction since peak |
|---|---|---|
| Cement | April 2021 | -28.2% |
| Coal and gas: Power | November 2024 | -1.7% |
| Coal-to-chemicals | March 2025 | Still increasing |
| Coal: Other sectors | April 2021 | -3.0% |
| Gas: Other sectors | December 2024 | -0.8% |
| Oil products | April 2024 | -1.0% |
| Total CO2 | February 2024 | -0.8% |
For all of the sectors other than cement production, it is too early to declare a definitive peak in emissions. Still, there are signs that other sectoral peaks could be past their peak, too.
Indeed, for oil products consumption and steel production, industry projections indicate that the future trend is likely to be falling.
For the power sector, clean-energy additions at or above current levels would likely lead to a structural peak, as clean-energy growth would more than cover electricity demand growth.
Together, these sectors cover more than 80% of China’s total emissions. If all of them enter a structural decline, then total emissions are very likely to do so too.
China pushes domestic demand in response to US tariffs
The economic and emissions outlook for this year and beyond will be affected by the Trump administration’s unprecedented trade tariffs – and China’s counter-measures.
The initial impact was a drop in emissions due to lower factory output in export-oriented coastal provinces and possible knock-on impacts on investment and consumer spending.
Conversely, the temporary easing of tariffs for 90 days will lead to a rush of orders from the US to make up for the short-lived slowdown in trade and to stockpile goods before the relief ends.
China’s reactions to the tariffs focused on counteracting the economic impacts with stimulus.
An anonymous comment piece in People’s Daily, the main Communist party affiliated newspaper, says the country should “strive to make consumption the main driving force and ballast stone of economic growth”, leveraging China’s large domestic market.
(The piece has the byline “People’s Daily commentator”, which implies that it is written by someone with authority.)
The article says that this will involve increasing consumer income, while easing financial and social burdens to boost purchasing power and willingness to consume.
While the temporary easing of tariffs will reduce the urgency of these measures, the US tariff rate on China, at 40%, remains much higher than it was before Trump’s presidency – and China’s leaders will likely want to prepare against the risk of renewed tariff hikes.
The focus will be creating domestic markets for the products China exports to the US. The long-held aim of rebalancing China’s economy towards consumption could finally become reality as a result. A successful rebalancing could mean less energy-intensive growth.
China’s response also includes redoubling its focus on “new quality productive forces”, a concept that emphasises new technology.
The concept includes the clean-energy industry, which has become such an important economic driver in China that it would be hard to leave out of stimulus plans.
A new list of low-carbon demonstration projects, published by the National Development and Reform Commission, provides a look at China’s priorities for clean-energy investment. Green hydrogen, energy storage, “virtual power plants” and industrial decarbonisation based on hydrogen are new growth areas.
In terms of the emissions implications of China’s response to Trump’s tariffs, the big question is whether stimulus focused at these favoured sectors – including the new low-carbon focus areas and other clean-energy industries – is deemed sufficient.
Some traditional recipients of stimulus spending, such as shipbuilding and public infrastructure, have already posted strong growth in the first quarter of this year as a result of stimulus measures announced in 2024.
New wind and solar pricing policy increases uncertainty
An additional source of uncertainty for China’s emissions comes in the form of its new electricity pricing policy for renewable energy, which enters into force in June.
The new policy removes price guarantees pegged to coal-power prices, with new wind and solar projects supposed to secure direct contracts with electricity buyers. This is likely to lead to lower prices being paid to new wind and solar projects.
However, it offers more favourable pricing – via “contracts for difference” – to the amount of new capacity needed to meet central government energy targets.
The immediate effect of the policy will likely be a rush of projects rushing to complete installation before the June deadline, so as to secure guaranteed prices.
This rush was already apparent in the latest data: 23 gigawatts (GW) of solar and 13GW of wind was added in March alone, up 80% and 110% from previous records for the month.
Furthermore, this year’s installations are likely to be very strong, even topping last year’s record, as a lot of centralised solar power and wind-power projects are racing to complete before the end of the 14th five-year plan period.
The China Wind Energy Association expects a new record of 105-115GW installed this year across onshore and offshore wind projects – up from the record-breaking 80GW last year – based on very active bidding last year. It also expects volumes to stay at that level even in 2026 and to then grow further towards 2030.
The China Electricity Council predicts an even larger wind-power capacity addition of 120GW in 2025. Another analyst projects a 20% drop in wind-power capacity additions in 2026, but after an even steeper increase in 2025 to 120-130GW of capacity added. So he also expects 2026 installations to be far above the current record year of 2024.
For solar, the China Photovoltaic Industry Association forecasts a drop in installations of 8-23% this year, from the staggering record of 278GW last year. Even the low end of this projection would see installations stay at 2023 levels in 2025 and then recover from there. The China Electricity Council’s projection for solar additions in 2025 matches the low end of the industry association’s forecast.
The figure below, based on these various projections, shows that additional electricity generation from new clean power capacity is expected to remain above last year’s record-breaking levels in both 2025 and 2026.

The projections shown in the figure above illustrate that the energy industry expects to be able to navigate the new renewable pricing policy and to maintain a high level of wind and solar additions over the next two years.
The policy has, however, created a lot more uncertainty. The stop-go cycle of a flood of installations in the first half of this year and then a slowdown in the second half – likely especially in the distributed solar segment – is likely to be a tough time for the industry.
The uncertainty relates above all to two things. First is the local implementation of the policy, as provincial governments have a lot of leeway here. Given the economic significance of clean energy for many provinces, they can be expected to seek to implement the policy in a way that minimises disruptions to the industry.
The other source of uncertainty is central government targets. The pricing policy ties the availability of more favorable pricing to central government energy targets, after clean-energy growth outpaced those targets by a wide margin in the past few years.
This emphasises the importance of the targets set for the next five year plan. The National Energy Administration (NEA) is targeting “more than 200GW” per year of clean-energy capacity added, which is far lower than the 360GW added last year.
The effect of the pricing policy also depends on market conditions, of course, with a risk of oversupply of coal-fired power due to the ongoing rapid addition of new coal-fired power plants.
China’s nuclear construction also keeps accelerating, with another 10GW of reactor projects approved in April, on top of 10GW approved in each of the previous two years. These projects will contribute to clean power supply towards 2030 as they are completed.
China faces widening gap to Paris pledge
The uncertainty around wind and solar expansion also has implications for China’s international climate pledges under the Paris Agreement.
After exceptionally slow progress in 2020-23, China is significantly off track for its 2030 commitment to reduce carbon intensity – the emissions per unit of economic output. It is almost certain to miss its 2025 target. Carbon intensity fell by 3.4% in 2024, falling short of the rate of improvement needed to meet the 2025 and 2030 targets.
The government work plan for 2025 did not set a carbon intensity target. It only included a target for reducing the intensity per unit of GDP for energy supply from fossil fuels by 3%, excluding use for raw materials.
This provides an indirect indication of the targeted improvement in carbon intensity. In 2024, carbon intensity fell by 3.4%, while fossil energy intensity fell by 3.8%. If the ratio is similar in 2025, then carbon intensity would need to fall by around 2.5% at a minimum, allowing CO2 emissions to increase by more than 2%, if the target for 5% GDP growth is also met.
The absence of a carbon intensity target and the lack of emphasis on reducing carbon intensity also signals that meeting the target is not seen as a priority at the moment.
The government work plan emphasised the “dual-carbon” goals of peaking CO2 emissions before 2030 and achieving carbon neutrality before 2060.
However, these goals allow CO2 emissions to continue to increase until the end of the decade, implying the potential for a significant absolute emission increase from 2024 levels by 2030. The “dual-carbon” goals, even if met, therefore do not guarantee the delivery of China’s current key international climate commitment, the 2030 carbon-intensity target.
Even if emissions fell this year, improvements to carbon intensity would need to accelerate sharply in the next five years to meet China’s 2030 Paris commitment.
If China remains committed to its 2030 pledge, then this acceleration would need to be reflected in the targets set in the country’s next five-year plan.
Outlook for 2025 and beyond
The past 12 months mark a potentially significant turning point for China’s CO2 emissions, with clean-energy growth for the first time outpacing demand growth and displacing fossil fuel use in the power sector.
Record-breaking clean energy additions expected in 2025, despite new pricing policy uncertainties, suggest that the trend will continue this year.
The longer-term trajectory depends heavily on the targets set in the upcoming five-year plan and on the economic policy response to US tariffs and other economic headwinds.
In the short term, the US tariffs will dampen energy demand growth and emissions. Economic policy designed to offset the impacts of Trump’s tariffs will likely boost the clean-energy sector further and might lead to a shift towards domestic consumption as an economic driver, implying lower energy consumption growth relative to GDP.
On the other hand, previous rounds of economic stimulus in China have led to sharp increases in emissions. If China is to deliver stimulus that targets consumption and new technology, rather than emissions-intensive construction and heavy industry, then it will require a significant break with earlier patterns.
Whether power-sector emissions have peaked will be determined by a race between growth in clean energy supply and total power demand growth.
The new renewable electricity pricing policy, which ties the volume of “contracts for difference” given out to new solar and wind projects to national clean energy targets, further increases the importance of target-setting in China’s upcoming 2035 climate targets under the Paris Agreement and in the next 15th five-year plan, covering 2026-2030.
Sector-by-sector analysis suggests that, in addition to the power sector, emissions have likely also peaked in the building materials and steel sectors, as well as oil products consumption.
These sectors together represent over 80% of China’s fossil fuel-related CO2 emissions. However, there are uncertainties and potential for short-term rebound in all of these sectors.
The sector with remaining potential for substantial emissions growth is coal-to-chemicals. The drop in oil prices after US tariff announcements will undermine the profitability of this sector and likely lead to lower utilisation of plants, even as more capacity is added. China’s counter-tariffs on imports of petrochemical products from the US could have benefited the industry – but these have reportedly been waived.
All of this suggests that there is potential for China’s emissions to continue to fall and for the country to achieve substantial absolute emissions reductions over the next five years.
However, policy choices working in the opposite direction could just as easily see emissions increase further towards 2030.
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.
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 2024.
For oil consumption, apparent consumption is calculated from refinery throughput, with net exports of oil products subtracted.
The post Analysis: Clean energy just put China’s CO2 emissions into reverse for first time appeared first on Carbon Brief.
Analysis: Clean energy just put China’s CO2 emissions into reverse for first time
Greenhouse Gases
Heatwaves driving recent ‘surge’ in compound drought and heat extremes
Drought and heatwaves occurring together – known as “compound” events – have “surged” across the world since the early 2000s, a new study shows.
Compound drought and heat events (CDHEs) can have devastating effects, creating the ideal conditions for intense wildfires, such as Australia’s “Black Summer” of 2019-20 where bushfires burned 24m hectares and killed 33 people.
The research, published in Science Advances, finds that the increase in CDHEs is predominantly being driven by events that start with a heatwave.
The global area affected by such “heatwave-led” compound events has more than doubled between 1980-2001 and 2002-23, the study says.
The rapid increase in these events over the last 23 years cannot be explained solely by global warming, the authors note.
Since the late 1990s, feedbacks between the land and the atmosphere have become stronger, making heatwaves more likely to trigger drought conditions, they explain.
One of the study authors tells Carbon Brief that societies must pay greater attention to compound events, which can “cause severe impacts on ecosystems, agriculture and society”.
Compound events
CDHEs are extreme weather events where drought and heatwave conditions occur simultaneously – or shortly after each other – in the same region.
These events are often triggered by large-scale weather patterns, such as “blocking” highs, which can produce “prolonged” hot and dry conditions, according to the study.
Prof Sang-Wook Yeh is one of the study authors and a professor at the Ewha Womans University in South Korea. He tells Carbon Brief:
“When heatwaves and droughts occur together, the two hazards reinforce each other through land-atmosphere interactions. This amplifies surface heating and soil moisture deficits, making compound events more intense and damaging than single hazards.”
CDHEs can begin with either a heatwave or a drought.
The sequence of these extremes is important, the study says, as they have different drivers and impacts.
For example, in a CDHE where the heatwave was the precursor, increased direct sunshine causes more moisture loss from soils and plants, leading to a drought.
Conversely, in an event where the drought was the precursor, the lack of soil moisture means that less of the sun’s energy goes into evaporation and more goes into warming the Earth’s surface. This produces favourable conditions for heatwaves.
The study shows that the majority of CDHEs globally start out as a drought.
In recent years, there has been increasing focus on these events due to the devastating impact they have on agriculture, ecosystems and public health.
In Russia in the summer of 2010, a compound drought-heatwave event – and the associated wildfires – caused the death of nearly 55,000 people, the study notes.

The record-breaking Pacific north-west “heat dome” in 2021 triggered extreme drought conditions that caused “significant declines” in wheat yields, as well as in barley, canola and fruit production in British Columbia and Alberta, Canada, says the study.
Increasing events
To assess how CDHEs are changing, the researchers use daily reanalysis data to identify droughts and heatwaves events. (Reanalysis data combines past observations with climate models to create a historical climate record.) Then, using an algorithm, they analyse how these events overlap in both time and space.
The study covers the period from 1980 to 2023 and the world’s land surface, excluding polar regions where CDHEs are rare.
The research finds that the area of land affected by CDHEs has “increased substantially” since the early 2000s.
Heatwave-led events have been the main contributor to this increase, the study says, with their spatial extent rising 110% between 1980-2001 and 2002-23, compared to a 59% increase for drought-led events.
The map below shows the global distribution of CDHEs over 1980-2023. The charts show the percentage of the land surface affected by a heatwave-led CDHE (red) or a drought-led CDHE (yellow) in a given year (left) and relative increase in each CDHE type (right).
The study finds that CDHEs have occurred most frequently in northern South America, the southern US, eastern Europe, central Africa and south Asia.

Threshold passed
The authors explain that the increase in heatwave-led CDHEs is related to rising global temperatures, but that this does not tell the whole story.
In the earlier 22-year period of 1980-2001, the study finds that the spatial extent of heatwave-led CDHEs rises by 1.6% per 1C of global temperature rise. For the more-recent period of 2022-23, this increases “nearly eightfold” to 13.1%.
The change suggests that the rapid increase in the heatwave-led CDHEs occurred after the global average temperature “surpasse[d] a certain temperature threshold”, the paper says.
This threshold is an absolute global average temperature of 14.3C, the authors estimate (based on an 11-year average), which the world passed around the year 2000.
Investigating the recent surge in heatwave-leading CDHEs further, the researchers find a “regime shift” in land-atmosphere dynamics “toward a persistently intensified state after the late 1990s”.
In other words, the way that drier soils drive higher surface temperatures, and vice versa, is becoming stronger, resulting in more heatwave-led compound events.
Daily data
The research has some advantages over other previous studies, Yeh says. For instance, the new work uses daily estimations of CDHEs, compared to monthly data used in past research. This is “important for capturing the detailed occurrence” of these events, says Yeh.
He adds that another advantage of their study is that it distinguishes the sequence of droughts and heatwaves, which allows them to “better understand the differences” in the characteristics of CDHEs.
Dr Meryem Tanarhte is a climate scientist at the University Hassan II in Morocco, and Dr Ruth Cerezo Mota is a climatologist and a researcher at the National Autonomous University of Mexico. Both scientists, who were not involved in the study, agree that the daily estimations give a clearer picture of how CDHEs are changing.
Cerezo-Mota adds that another major contribution of the study is its global focus. She tells Carbon Brief that in some regions, such as Mexico and Africa, there is a lack of studies on CDHEs:
“Not because the events do not occur, but perhaps because [these regions] do not have all the data or the expertise to do so.”
However, she notes that the reanalysis data used by the study does have limitations with how it represents rainfall in some parts of the world.
Compound impacts
The study notes that if CDHEs continue to intensify – particularly events where heatwaves are the precursors – they could drive declining crop productivity, increased wildfire frequency and severe public health crises.
These impacts could be “much more rapid and severe as global warming continues”, Yeh tells Carbon Brief.
Tanarhte notes that these events can be forecasted up to 10 days ahead in many regions. Furthermore, she says, the strongest impacts can be prevented “through preparedness and adaptation”, including through “water management for agriculture, heatwave mitigation measures and wildfire mitigation”.
The study recommends reassessing current risk management strategies for these compound events. It also suggests incorporating the sequences of drought and heatwaves into compound event analysis frameworks “to enhance climate risk management”.
Cerezo-Mota says that it is clear that the world needs to be prepared for the increased occurrence of these events. She tells Carbon Brief:
“These [risk assessments and strategies] need to be carried out at the local level to understand the complexities of each region.”
The post Heatwaves driving recent ‘surge’ in compound drought and heat extremes appeared first on Carbon Brief.
Heatwaves driving recent ‘surge’ in compound drought and heat extremes
Greenhouse Gases
DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Energy crisis
ENERGY SPIKE: US-Israeli attacks on Iran and subsequent counterattacks across the Middle East have sent energy prices “soaring”, according to Reuters. The newswire reported that the region “accounts for just under a third of global oil production and almost a fifth of gas”. The Guardian noted that shipping traffic through the strait of Hormuz, which normally ferries 20% of the world’s oil, “all but ground to a halt”. The Financial Times reported that attacks by Iran on Middle East energy facilities – notably in Qatar – triggered the “biggest rise in gas prices since Russia’s full-scale invasion of Ukraine”.
‘RISK’ AND ‘BENEFITS’: Bloomberg reported on increases in diesel prices in Europe and the US, speculating that rising fuel costs could be “a risk for president Donald Trump”. US gas producers are “poised to benefit from the big disruption in global supply”, according to CNBC. Indian government sources told the Economic Times that Russia is prepared to “fulfil India’s energy demands”. China Daily quoted experts who said “China’s energy security remains fundamentally unshaken”, thanks to “emergency stockpiles and a wide array of import channels”.
‘ESSENTIAL’ RENEWABLES: Energy analysts said governments should cut their fossil-fuel reliance by investing in renewables, “rather than just seeking non-Gulf oil and gas suppliers”, reported Climate Home News. This message was echoed by UK business secretary Peter Kyle, who said “doubling down on renewables” was “essential” amid “regional instability”, according to the Daily Telegraph.
China’s climate plan
PEAK COAL?: China has set out its next “five-year plan” at the annual “two sessions” meeting of the National People’s Congress, including its climate strategy out to 2030, according to the Hong Kong-based South China Morning Post. The plan called for China to cut its carbon emissions per unit of gross domestic product (GDP) by 17% from 2026 to 2030, which “may allow for continued increase in emissions given the rate of GDP growth”, reported Reuters. The newswire added that the plan also had targets to reach peak coal in the next five years and replace 30m tonnes per year of coal with renewables.
ACTIVE YET PRUDENT: Bloomberg described the new plan as “cautious”, stating that it “frustrat[es] hopes for tighter policy that would drive the nation to peak carbon emissions well before president Xi Jinping’s 2030 deadline”. Carbon Brief has just published an in-depth analysis of the plan. China Daily reported that the strategy “highlights measures to promote the climate targets of peaking carbon dioxide emissions before 2030”, which China said it would work towards “actively yet prudently”.
Around the world
- EU RULES: The European Commission has proposed new “made in Europe” rules to support domestic low-carbon industries, “against fierce competition from China”, reported Agence France-Presse. Carbon Brief examined what it means for climate efforts.
- RECORD HEAT: The US National Oceanic and Atmospheric Administration has said there is a 50-60% chance that the El Niño weather pattern could return this year, amplifying the effect of global warming and potentially driving temperatures to “record highs”, according to Euronews.
- FLAGSHIP FUND: The African Development Bank’s “flagship clean energy fund” plans to more than double its financing to $2.5bn for African renewables over the next two years, reported the Associated Press.
- NO WITHDRAWAL: Vanuatu has defied US efforts to force the Pacific-island nation to drop a UN draft resolution calling on the world to implement a landmark International Court of Justice (ICJ) ruling on climate, according to the Guardian.
98
The number of nations that submitted their national reports on tackling nature loss to the UN on time – just half of the 196 countries that are part of the UN biodiversity treaty – according to analysis by Carbon Brief.
Latest climate research
- Sea levels are already “much higher than assumed” in most assessments of the threat posed by sea-level rise, due to “inadequate” modelling assumptions | Nature
- Accelerating human-caused global warming could see the Paris Agreement’s 1.5C limit crossed before 2030 | Geophysical Research Letters covered by Carbon Brief
- Future “super El Niño events” could “significantly lower” solar power generation due to a reduction in solar irradiance in key regions, such as California and east China | 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

UK greenhouse gas emissions in 2025 fell to 54% below 1990 levels, the baseline year for its legally binding climate goals, according to new Carbon Brief analysis. Over the same period, data from the World Bank shows that the UK’s economy has expanded by 95%, meaning that emissions have been decoupling from growth.
Spotlight
Bristol’s ‘pioneering’ community wind turbine
Following the recent launch of the UK government’s local power plan, Carbon Brief visits one of the country’s community-energy success stories.
The Lawrence Weston housing estate is set apart from the main city of Bristol, wedged between the tree-lined grounds of a stately home and a sprawl of warehouses and waste incinerators. It is one of the most deprived areas in the city.
Yet, just across the M5 motorway stands a structure that has brought the spoils of the energy transition directly to this historically forgotten estate – a 4.2 megawatt (MW) wind turbine.
The turbine is owned by local charity Ambition Lawrence Weston and all the profits from its electricity sales – around £100,000 a year – go to the community. In the UK’s local power plan, it was singled out by energy secretary Ed Miliband as a “pioneering” project.
‘Sustainable income’
On a recent visit to the estate by Carbon Brief, Ambition Lawrence Weston’s development manager, Mark Pepper, rattled off the story behind the wind turbine.
In 2012, Pepper and his team were approached by the Bristol Energy Cooperative with a chance to get a slice of the income from a new solar farm. They jumped at the opportunity.
“Austerity measures were kicking in at the time,” Pepper told Carbon Brief. “We needed to generate an income. Our own, sustainable income.”
With the solar farm proving to be a success, the team started to explore other opportunities. This began a decade-long process that saw them navigate the Conservative government’s “ban” on onshore wind, raise £5.5m in funding and, ultimately, erect the turbine in 2023.
Today, the turbine generates electricity equivalent to Lawrence Weston’s 3,000 households and will save 87,600 tonnes of carbon dioxide (CO2) over its lifetime.

‘Climate by stealth’
Ambition Lawrence Weston’s hub is at the heart of the estate and the list of activities on offer is seemingly endless: birthday parties, kickboxing, a library, woodworking, help with employment and even a pop-up veterinary clinic. All supported, Pepper said, with the help of a steady income from community-owned energy.
The centre itself is kitted out with solar panels, heat pumps and electric-vehicle charging points, making it a living advertisement for the net-zero transition. Pepper noted that the organisation has also helped people with energy costs amid surging global gas prices.
Gesturing to the England flags dangling limply on lamp posts visible from the kitchen window, he said:
“There’s a bit of resentment around immigration and scarcity of materials and provision, so we’re trying to do our bit around community cohesion.”
This includes supper clubs and an interfaith grand iftar during the Muslim holy month of Ramadan.
Anti-immigration sentiment in the UK has often gone hand-in-hand with opposition to climate action. Right-wing politicians and media outlets promote the idea that net-zero policies will cost people a lot of money – and these ideas have cut through with the public.
Pepper told Carbon Brief he is sympathetic to people’s worries about costs and stressed that community energy is the perfect way to win people over:
“I think the only way you can change that is if, instead of being passive consumers…communities are like us and they’re generating an income to offset that.”
From the outset, Pepper stressed that “we weren’t that concerned about climate because we had other, bigger pressures”, adding:
“But, in time, we’ve delivered climate by stealth.”
Watch, read, listen
OIL WATCH: The Guardian has published a “visual guide” with charts and videos showing how the “escalating Iran conflict is driving up oil and gas prices”.
MURDER IN HONDURAS: Ten years on from the murder of Indigenous environmental justice advocate Berta Cáceres, Drilled asked why Honduras is still so dangerous for environmental activists.
TALKING WEATHER: A new film, narrated by actor Michael Sheen and titled You Told Us To Talk About the Weather, aimed to promote conversation about climate change with a blend of “poetry, folk horror and climate storytelling”.
Coming up
- 8 March: Colombia parliamentary election
- 9-19 March: 31st Annual Session of the International Seabed Authority, Kingston, Jamaica
- 11 March: UN Environment Programme state of finance for nature 2026 report launch
Pick of the jobs
- London School of Economics and Political Science, fellow in the social science of sustainability | Salary: £43,277-£51,714. Location: London
- NORCAP, innovative climate finance expert | Salary: Unknown. Location: Kyiv, Ukraine
- WBHM, environmental reporter | Salary: $50,050-$81,330. Location: Birmingham, Alabama, US
- Climate Cabinet, data engineer | Salary: hourly rate of $60-$120 per hour. Location: Remote anywhere in the US
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
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The post DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine appeared first on Carbon Brief.
Greenhouse Gases
Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?
China’s leadership has published a draft of its 15th five-year plan setting the strategic direction for the nation out to 2030, including support for clean energy and energy security.
The plan sets a target to cut China’s “carbon intensity” by 17% over the five years from 2026-30, but also changes the basis for calculating this key climate metric.
The plan continues to signal support for China’s clean-energy buildout and, in general, contains no major departures from the country’s current approach to the energy transition.
The government reaffirms support for several clean-energy industries, ranging from solar and electric vehicles (EVs) through to hydrogen and “new-energy” storage.
The plan also emphasises China’s willingness to steer climate governance and be seen as a provider of “global public goods”, in the form of affordable clean-energy technologies.
However, while the document says it will “promote the peaking” of coal and oil use, it does not set out a timeline and continues to call for the “clean and efficient” use of coal.
This shows that tensions remain between China’s climate goals and its focus on energy security, leading some analysts to raise concerns about its carbon-cutting ambition.
Below, Carbon Brief outlines the key climate change and energy aspects of the plan, including targets for carbon intensity, non-fossil energy and forestry.
Note: this article is based on a draft published on 5 March and will be updated if any significant changes are made in the final version of the plan, due to be released at the close next week of the “two sessions” meeting taking place in Beijing.
- What is China’s 15th five-year plan?
- What does the plan say about China’s climate action?
- What is China’s new CO2 intensity target?
- Does the plan encourage further clean-energy additions?
- What does the plan signal about coal?
- How will China approach global climate governance in the next five years?
- What else does the plan cover?
What is China’s 15th five-year plan?
Five-year plans are one of the most important documents in China’s political system.
Addressing everything from economic strategy to climate policy, they outline the planned direction for China’s socio-economic development in a five-year period. The 15th five-year plan covers 2026-30.
These plans include several “main goals”. These are largely quantitative indicators that are seen as particularly important to achieve and which provide a foundation for subsequent policies during the five-year period.
The table below outlines some of the key “main goals” from the draft 15th five-year plan.
| Category | Indicator | Indicator in 2025 | Target by 2030 | Cumulative target over 2026-2030 | Characteristic |
|---|---|---|---|---|---|
| Economic development | Gross domestic product (GDP) growth (%) | 5 | Maintained within a reasonable range and proposed annually as appropriate. | Anticipatory | |
| ‘Green and low-carbon | Reduction in CO2 emissions per unit of GDP (%) | 17.7 | 17 | Binding | |
| Share of non-fossil energy in total energy consumption (%) | 21.7 | 25 | Binding | ||
| Security guarantee | Comprehensive energy production capacity (100m tonnes of standard coal equivalent) |
51.3 | 58 | Binding |
Select list of targets highlighted in the “main goals” section of the draft 15th five-year plan. Source: Draft 15th five-year plan.
Since the 12th five-year plan, covering 2011-2015, these “main goals” have included energy intensity and carbon intensity as two of five key indicators for “green ecology”.
The previous five-year plan, which ran from 2021-2025, introduced the idea of an absolute “cap” on carbon dioxide (CO2) emissions, although it did not provide an explicit figure in the document. This has been subsequently addressed by a policy on the “dual-control of carbon” issued in 2024.
The latest plan removes the energy-intensity goal and elevates the carbon-intensity goal, but does not set an absolute cap on emissions (see below).
It covers the years until 2030, before which China has pledged to peak its carbon emissions. (Analysis for Carbon Brief found that emissions have been “flat or falling” since March 2024.)
The plans are released at the two sessions, an annual gathering of the National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPPCC). This year, it runs from 4-12 March.
The plans are often relatively high-level, with subsequent topic-specific five-year plans providing more concrete policy guidance.
Policymakers at the National Energy Agency (NEA) have indicated that in the coming years they will release five sector-specific plans for 2026-2030, covering topics such as the “new energy system”, electricity and renewable energy.
There may also be specific five-year plans covering carbon emissions and environmental protection, as well as the coal and nuclear sectors, according to analysts.
Other documents published during the two sessions include an annual government work report, which outlines key targets and policies for the year ahead.
The gathering is attended by thousands of deputies – delegates from across central and local governments, as well as Chinese Communist party members, members of other political parties, academics, industry leaders and other prominent figures.
What does the plan say about China’s climate action?
Achieving China’s climate targets will remain a key driver of the country’s policies in the next five years, according to the draft 15th five-year plan.
It lists the “acceleration” of China’s energy transition as a “major achievement” in the 14th five-year plan period (2021-2025), noting especially how clean-power capacity had overtaken fossil fuels.
The draft says China will “actively and steadily advance and achieve carbon peaking”, with policymakers continuing to strike a balance between building a “green economy” and ensuring stability.
Climate and environment continues to receive its own chapter in the plan. However, the framing and content of this chapter has shifted subtly compared with previous editions, as shown in the table below. For example, unlike previous plans, the first section of this chapter focuses on China’s goal to peak emissions.
| 11th five-year plan (2006-2010) | 12th five-year plan (2011-2015) | 13th five-year plan (2016-2020) | 14th five-year plan (2021-2025) | 15th five-year plan (2026-2030) | |
|---|---|---|---|---|---|
| Chapter title | Part 6: Build a resource-efficient and environmentally-friendly society | Part 6: Green development, building a resource-efficient and environmentally friendly society | Part 10: Ecosystems and the environment | Part 11: Promote green development and facilitate the harmonious coexistence of people and nature | Part 13: Accelerating the comprehensive green transformation of economic and social development to build a beautiful China |
| Sections | Developing a circular economy | Actively respond to global climate change | Accelerate the development of functional zones | Improve the quality and stability of ecosystems | Actively and steadily advancing and achieving carbon peaking |
| Protecting and restoring natural ecosystems | Strengthen resource conservation and management | Promote economical and intensive resource use | Continue to improve environmental quality | Continuously improving environmental quality | |
| Strengthening environmental protection | Vigorously develop the circular economy | Step up comprehensive environmental governance | Accelerate the green transformation of the development model | Enhancing the diversity, stability, and sustainability of ecosystems | |
| Enhancing resource management | Strengthen environmental protection efforts | Intensify ecological conservation and restoration | Accelerating the formation of green production and lifestyles | ||
| Rational utilisation of marine and climate resources | Promoting ecological conservation and restoration | Respond to global climate change | |||
| Strengthen the development of water conservancy and disaster prevention and mitigation systems | Improve mechanisms for ensuring ecological security | ||||
| Develop green and environmentally-friendly industries |
Title and main sections of the climate and environment-focused chapters in the last five five-year plans. Source: China’s 11th, 12th, 13th, 14th and 15th five-year plans.
The climate and environment chapter in the latest plan calls for China to “balance [economic] development and emission reduction” and “ensure the timely achievement of carbon peak targets”.
Under the plan, China will “continue to pursue” its established direction and objectives on climate, Prof Li Zheng, dean of the Tsinghua University Institute of Climate Change and Sustainable Development (ICCSD), tells Carbon Brief.
What is China’s new CO2 intensity target?
In the lead-up to the release of the plan, analysts were keenly watching for signals around China’s adoption of a system for the “dual-control of carbon”.
This would combine the existing targets for carbon intensity – the CO2 emissions per unit of GDP – with a new cap on China’s total carbon emissions. This would mark a dramatic step for the country, which has never before set itself a binding cap on total emissions.
Policymakers had said last year that this framework would come into effect during the 15th five-year plan period, replacing the previous system for the “dual-control of energy”.
However, the draft 15th five-year plan does not offer further details on when or how both parts of the dual-control of carbon system will be implemented. Instead, it continues to focus on carbon intensity targets alone.
Looking back at the previous five-year plan period, the latest document says China had achieved a carbon-intensity reduction of 17.7%, just shy of its 18% goal.
This is in contrast with calculations by Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air (CREA), which had suggested that China had only cut its carbon intensity by 12% over the past five years.
At the time it was set in 2021, the 18% target had been seen as achievable, with analysts telling Carbon Brief that they expected China to realise reductions of 20% or more.
However, the government had fallen behind on meeting the target.
Last year, ecology and environment minister Huang Runqiu attributed this to the Covid-19 pandemic, extreme weather and trade tensions. He said that China, nevertheless, remained “broadly” on track to meet its 2030 international climate pledge of reducing carbon intensity by more than 65% from 2005 levels.
Myllyvirta tells Carbon Brief that the newly reported figure showing a carbon-intensity reduction of 17.7% is likely due to an “opportunistic” methodological revision. The new methodology now includes industrial process emissions – such as cement and chemicals – as well as the energy sector.
(This is not the first time China has redefined a target, with regulators changing the methodology for energy intensity in 2023.)
For the next five years, the plan sets a target to reduce carbon intensity by 17%, slightly below the previous goal.
However, the change in methodology means that this leaves space for China’s overall emissions to rise by “3-6% over the next five years”, says Myllyvirta. In contrast, he adds that the original methodology would have required a 2% fall in absolute carbon emissions by 2030.
The dashed lines in the chart below show China’s targets for reducing carbon intensity during the 12th, 13th, 14th and 15th five-year periods, while the bars show what was achieved under the old (dark blue) and new (light blue) methodology.

The carbon-intensity target is the “clearest signal of Beijing’s climate ambition”, says Li Shuo, director at the Asia Society Policy Institute’s (ASPI) China climate hub.
It also links directly to China’s international pledge – made in 2021 – to cut its carbon intensity to more than 65% below 2005 levels by 2030.
To meet this pledge under the original carbon-intensity methodology, China would have needed to set a target of a 23% reduction within the 15th five-year plan period. However, the country’s more recent 2035 international climate pledge, released last year, did not include a carbon-intensity target.
As such, ASPI’s Li interprets the carbon-intensity target in the draft 15th five-year plan as a “quiet recalibration” that signals “how difficult the original 2030 goal has become”.
Furthermore, the 15th five-year plan does not set an absolute emissions cap.
This leaves “significant ambiguity” over China’s climate plans, says campaign group 350 in a press statement reacting to the draft plan. It explains:
“The plan was widely expected to mark a clearer transition from carbon-intensity targets toward absolute emissions reductions…[but instead] leaves significant ambiguity about how China will translate record renewable deployment into sustained emissions cuts.”
Myllyvirta tells Carbon Brief that this represents a “continuation” of the government’s focus on scaling up clean-energy supply while avoiding setting “strong measurable emission targets”.
He says that he would still expect to see absolute caps being set for power and industrial sectors covered by China’s emissions trading scheme (ETS). In addition, he thinks that an overall absolute emissions cap may still be published later in the five-year period.
Despite the fact that it has yet to be fully implemented, the switch from dual-control of energy to dual-control of carbon represents a “major policy evolution”, Ma Jun, director of the Institute of Public and Environmental Affairs (IPE), tells Carbon Brief. He says that it will allow China to “provide more flexibility for renewable energy expansion while tightening the net on fossil-fuel reliance”.
Does the plan encourage further clean-energy additions?
“How quickly carbon intensity is reduced largely depends on how much renewable energy can be supplied,” says Yao Zhe, global policy advisor at Greenpeace East Asia, in a statement.
The five-year plan continues to call for China’s development of a “new energy system that is clean, low-carbon, safe and efficient” by 2030, with continued additions of “wind, solar, hydro and nuclear power”.
In line with China’s international pledge, it sets a target for raising the share of non-fossil energy in total energy consumption to 25% by 2030, up from just under 21.7% in 2025.
The development of “green factories” and “zero-carbon [industrial] parks” has been central to many local governments’ strategies for meeting the non-fossil energy target, according to industry news outlet BJX News. A call to build more of these zero-carbon industrial parks is listed in the five-year plan.
Prof Pan Jiahua, dean of Beijing University of Technology’s Institute of Ecological Civilization, tells Carbon Brief that expanding demand for clean energy through mechanisms such as “green factories” represents an increasingly “bottom-up” and “market-oriented” approach to the energy transition, which will leave “no place for fossil fuels”.
He adds that he is “very much sure that China’s zero-carbon process is being accelerated and fossil fuels are being driven out of the market”, pointing to the rapid adoption of EVs.
The plan says that China will aim to double “non-fossil energy” in 10 years – although it does not clarify whether this means their installed capacity or electricity generation, or what the exact starting year would be.
Research has shown that doubling wind and solar capacity in China between 2025-2035 would be “consistent” with aims to limit global warming to 2C.
While the language “certainly” pushes for greater additions of renewable energy, Yao tells Carbon Brief, it is too “opaque” to be a “direct indication” of the government’s plans for renewable additions.
She adds that “grid stability and healthy, orderly competition” is a higher priority for policymakers than guaranteeing a certain level of capacity additions.
China continues to place emphasis on the need for large-scale clean-energy “bases” and cross-regional power transmission.
The plan says China must develop “clean-energy bases…in the three northern regions” and “integrated hydro-wind-solar complexes” in south-west China.
It specifically encourages construction of “large-scale wind and solar” power bases in desert regions “primarily” for cross-regional power transmission, as well as “major hydropower” projects, including the Yarlung Tsangpo dam in Tibet.
As such, the country should construct “power-transmission corridors” with the capacity to send 420 gigawatts (GW) of electricity from clean-energy bases in western provinces to energy-hungry eastern provinces by 2030, the plan says.
State Grid, China’s largest grid operator, plans to install “another 15 ultra-high voltage [UHV] transmission lines” by 2030, reports Reuters, up from the 45 UHV lines built by last year.
Below are two maps illustrating the interlinkages between clean-energy bases in China in the 15th (top) and 14th (bottom) five-year plan periods.
The yellow dotted areas represent clean energy bases, while the arrows represent cross-regional power transmission. The blue wind-turbine icons represent offshore windfarms and the red cooling tower icons represent coastal nuclear plants.


The 15th five-year plan map shows a consistent approach to the 2021-2025 period. As well as power being transmitted from west to east, China plans for more power to be sent to southern provinces from clean-energy bases in the north-west, while clean-energy bases in the north-east supply China’s eastern coast.
It also maps out “mutual assistance” schemes for power grids in neighbouring provinces.
Offshore wind power should reach 100GW by 2030, while nuclear power should rise to 110GW, according to the plan.
What does the plan signal about coal?
The increased emphasis on grid infrastructure in the draft 15th five-year plan reflects growing concerns from energy planning officials around ensuring China’s energy supply.
Ren Yuzhi, director of the NEA’s development and planning department, wrote ahead of the plan’s release that the “continuous expansion” of China’s energy system has “dramatically increased its complexity”.
He said the NEA felt there was an “urgent need” to enhance the “secure and reliable” replacement of fossil-fuel power with new energy sources, as well as to ensure the system’s “ability to absorb them”.
Meanwhile, broader concerns around energy security have heightened calls for coal capacity to remain in the system as a “ballast stone”.
The plan continues to support the “clean and efficient utilisation of fossil fuels” and does not mention either a cap or peaking timeline for coal consumption.
Xi had previously told fellow world leaders that China would “strictly control” coal-fired power and phase down coal consumption in the 15th five-year plan period.
The “geopolitical situation is increasing energy security concerns” at all levels of government, said the Institute for Global Decarbonization Progress in a note responding to the draft plan, adding that this was creating “uncertainty over coal reduction”.
Ahead of its publication, there were questions around whether the plan would set a peaking deadline for oil and coal. An article posted by state news agency Xinhua last month, examining recommendations for the plan from top policymakers, stated that coal consumption would plateau from “around 2027”, while oil would peak “around 2026”.
However, the plan does not lay out exact years by which the two fossil fuels should peak, only saying that China will “promote the peaking of coal and oil consumption”.
There are similarly no mentions of phasing out coal in general, in line with existing policy.
Nevertheless, there is a heavy emphasis on retrofitting coal-fired power plants. The plan calls for the establishment of “demonstration projects” for coal-plant retrofitting, such as through co-firing with biomass or “green ammonia”.
Such retrofitting could incentivise lower utilisation of coal plants – and thus lower emissions – if they are used to flexibly meet peaks in demand and to cover gaps in clean-energy output, instead of providing a steady and significant share of generation.
The plan also calls for officials to “fully implement low-carbon retrofitting projects for coal-chemical industries”, which have been a notable source of emissions growth in the past year.
However, the coal-chemicals sector will likely remain a key source of demand for China’s coal mining industry, with coal-to-oil and coal-to-gas bases listed as a “key area” for enhancing the country’s “security capabilities”.
Meanwhile, coal-fired boilers and industrial kilns in the paper industry, food processing and textiles should be replaced with “clean” alternatives to the equivalent of 30m tonnes of coal consumption per year, it says.
“China continues to scale up clean energy at an extraordinary pace, but the plan still avoids committing to strong measurable constraints on emissions or fossil fuel use”, says Joseph Dellatte, head of energy and climate studies at the Institut Montaigne. He adds:
“The logic remains supply-driven: deploy massive amounts of clean energy and assume emissions will eventually decline.”
How will China approach global climate governance in the next five years?
Meanwhile, clean-energy technologies continue to play a role in upgrading China’s economy, with several “new energy” sectors listed as key to its industrial policy.
Named sectors include smart EVs, “new solar cells”, new-energy storage, hydrogen and nuclear fusion energy.
“China’s clean-technology development – rather than traditional administrative climate controls – is increasingly becoming the primary driver of emissions reduction,” says ASPI’s Li. He adds that strengthening China’s clean-energy sectors means “more closely aligning Beijing’s economic ambitions with its climate objectives”.
Analysis for Carbon Brief shows that clean energy drove more than a third of China’s GDP growth in 2025, representing around 11% of China’s whole economy.
The continued support for these sectors in the draft five-year plan comes as the EU outlined its own measures intended to limit China’s hold on clean-energy industries, driven by accusations of “unfair competition” from Chinese firms.
China is unlikely to crack down on clean-tech production capacity, Dr Rebecca Nadin, director of the Centre for Geopolitics of Change at ODI Global, tells Carbon Brief. She says:
“Beijing is treating overcapacity in solar and smart EVs as a strategic choice, not a policy error…and is prepared to pour investment into these sectors to cement global market share, jobs and technological leverage.”
Dellatte echoes these comments, noting that it is “striking” that the plan “barely addresses the issue of industrial overcapacity in clean technologies”, with the focus firmly on “scaling production and deployment”.
At the same time, China is actively positioning itself to be a prominent voice in climate diplomacy and a champion of proactive climate action.
This is clear from the first line in a section on providing “global public goods”. It says:
“As a responsible major country, China will play a more active role in addressing global challenges such as climate change.”
The plan notes that China will “actively participate in and steer [引领] global climate governance”, in line with the principle of “common,but differentiated responsibilities”.
This echoes similar language from last year’s government work report, Yao tells Carbon Brief, demonstrating a “clear willingness” to guide global negotiations. But she notes that this “remains an aspiration that’s yet to be made concrete”. She adds:
“China has always favored collective leadership, so its vision of leadership is never a lone one.”
The country will “deepen south-south cooperation on climate change”, the plan says. In an earlier section on “opening up”, it also notes that China will explore “new avenues for collaboration in green development” with global partners as part of its “Belt and Road Initiative”.
China is “doubling down” on a narrative that it is a “responsible major power” and “champion of south-south climate cooperation”, Nadin says, such as by “presenting its clean‑tech exports and finance as global public goods”. She says:
“China will arrive at future COPs casting itself as the indispensable climate leader for the global south…even though its new five‑year plan still puts growth, energy security and coal ahead of faster emissions cuts at home.”
What else does the plan cover?
The impact of extreme weather – particularly floods – remains a key concern in the plan.
China must “refine” its climate adaptation framework and “enhance its resilience to climate change, particularly extreme-weather events”, it says.
China also aims to “strengthen construction of a national water network” over the next five years in order to help prevent floods and droughts.
An article published a few days before the plan in the state-run newspaper China Daily noted that, “as global warming intensifies, extreme weather events – including torrential rains, severe convective storms, and typhoons – have become more frequent, widespread and severe”.
The plan also touches on critical minerals used for low-carbon technologies. These will likely remain a geopolitical flashpoint, with China saying it will focus during the next five years on “intensifying” exploration and “establishing” a reserve for critical minerals. This reserve will focus on “scarce” energy minerals and critical minerals, as well as other “advantageous mineral resources”.
Dellatte says that this could mean the “competition in the energy transition will increasingly be about control over mineral supply chains”.
Other low-carbon policies listed in the five-year plan include expanding coverage of China’s mandatory carbon market and further developing its voluntary carbon market.
China will “strengthen monitoring and control” of non-CO2 greenhouse gases, the plan says, as well as implementing projects “targeting methane, nitrous oxide and hydrofluorocarbons” in sectors such as coal mining, agriculture and chemicals.
This will create “capacity” for reducing emissions by 30m tonnes of CO2 equivalent, it adds.
Meanwhile, China will develop rules for carbon footprint accounting and push for internationally recognised accounting standards.
It will enhance reform of power markets over the next five years and improve the trading mechanism for green electricity certificates.
It will also “promote” adoption of low-carbon lifestyles and decarbonisation of transport, as well as working to advance electrification of freight and shipping.
The post Q&A: What does China’s 15th ‘five-year plan’ mean for climate change? appeared first on Carbon Brief.
Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?
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