Clean energy contributed a record 11.4tn yuan ($1.6tn) to China’s economy in 2023, accounting for all of the growth in investment and a larger share of economic growth than any other sector.
The new sector-by-sector analysis for Carbon Brief, based on official figures, industry data and analyst reports, illustrates the huge surge in investment in Chinese clean energy last year – in particular, the so-called “new three” industries of solar power, electric vehicles (EVs) and batteries.
Solar power, along with manufacturing capacity for solar panels, EVs and batteries, were the main focus of China’s clean-energy investments in 2023, the analysis shows.
(For this analysis, we used a broad definition of “clean energy” sectors, including renewables, nuclear power, electricity grids, energy storage, EVs and railways. These are technologies and infrastructure needed to decarbonise China’s production and use of energy.)
Other key findings of the analysis include:
- Clean-energy investment rose 40% year-on-year to 6.3tn yuan ($890bn), with the growth accounting for all of the investment growth across the Chinese economy in 2023.
- China’s $890bn investment in clean-energy sectors is almost as large as total global investments in fossil fuel supply in 2023 – and similar to the GDP of Switzerland or Turkey.
- Including the value of production, clean-energy sectors contributed 11.4tn yuan ($1.6tn) to the Chinese economy in 2023, up 30% year-on-year.
- Clean-energy sectors, as a result, were the largest driver of China’ economic growth overall, accounting for 40% of the expansion of GDP in 2023.
- Without the growth from clean-energy sectors, China’s GDP would have missed the government’s growth target of “around 5%”, rising by only 3.0% instead of 5.2%.
The surge in clean-energy investment comes as China’s real-estate sector shrank for the second year in a row. This shift positions the clean-energy industry as a key part not only of China’s energy and climate efforts, but also of its broader economic and industrial policy.
However, the spectre of overcapacity means China’s clean-energy investment growth – and its investment-driven economic model, in general – cannot continue indefinitely.
The growing importance of these new industries gives China a significant economic stake in the global transition to clean-energy technologies.
Yet it also poses questions for overseas policymakers attempting to tie their own climate strategies to domestic industrial growth.
- Clean energy drives China’s growth in 2023
- The ‘new three’ dominate clean-energy investment
- Why clean energy took off in 2023
- What clean-energy growth means for China – and the world
Clean energy drives China’s growth in 2023
China’s clean-energy investment boom means the sector accounted for all of the growth in investment across the country’s economy in 2023, with spending in other areas shrinking.
China invested an estimated 6.3tn yuan ($890bn) in clean-energy sectors in 2023, up from 4.6tn yuan in 2022, a 1.7tn yuan (40%) year-on-year increase. In total, clean energy made up 13% of the huge volume of investment in fixed assets in China in 2023, up from 9% a year earlier.
With Chinese investment growing by just 1.5tn yuan in 2023 overall, the analysis shows that clean energy accounted for all of the growth, while investment in sectors such as real estate shrank.
This is shown in the figure below, which also highlights the concentration of clean-energy investment in the so-called “new three” of solar, energy storage and EVs.
Clean energy was also the top contributor to China’s economic growth overall, contributing around 40% of the year-on-year increase in GDP across all sectors.

Including the value of goods and services, the clean-energy sector contributed an estimated 11.4tn yuan ($1.6tn) to China’s economy in 2023, an increase of 30% year-on-year.
This means clean energy accounted for 9.0% of China’s GDP in 2023, up from 7.2% in 2022.
Without the contribution of clean-energy sectors to China’s economic growth in 2023, the country would have seen its GDP rise by just 3.0%, instead of the 5.2% actually recorded.
This would have missed government growth targets at a time of increasing concerns over the nation’s economic prospects, amid the ongoing real-estate crisis and declining population.
The major role that clean energy played in boosting growth in 2023 means the industry is now a key part of China’s wider economic and industrial development.
This is likely to bolster China’s climate and energy policies – as well as its “dual carbon” targets for 2030 and 2060 – by enhancing the economic and political relevance of the sector.
The ‘new three’ dominate clean-energy investment
This analysis is based on a combination of government releases, industry data and analyst reports, with the exact methodology varying sector-by-sector, as set out in the sections that follow.
The table below lists the estimated contributions of each sector to Chinese investment and GDP overall in 2023, as well as the year-on-year growth since 2022.
The analysis includes solar, EVs, energy efficiency, rail, energy storage, electricity grids, wind, nuclear and hydropower within the broad category of “clean-energy sectors”. All of these are technologies and infrastructure needed to decarbonise China’s energy supply and consumption.
The so-called “new three” of solar, storage and EVs are all prominent in the table – and all recorded strong growth.
Our analysis shows that investment in clean power generation and energy storage capacity reached 1.7tn yuan in 2023 (up 48% year-on-year), while investment in manufacturing capacity for solar, EVs and batteries reached 2.5tn yuan (+60%).
Investment in clean-energy infrastructure reached 1.4tn yuan (+9%, comprising grids, EV charging points and railways) and investment in energy efficiency was 600bn yuan (+15%).
Meanwhile, our analysis shows the value of production of goods and services in the clean-technology sectors reached 5.1tn yuan in 2023, increasing 26% year-on-year.
This includes the value of electricity generation, EV sales and solar exports, as well as the transport of passengers and goods via rail.
| Sector | Activity | Value in 2023, CNY bln | Value in 2023, USD bln | Year-on-year growth |
|---|---|---|---|---|
| Solar power | Investment: power generation capacity | 755 | 107 | 61% |
| Solar power | Investment: manufacturing capacity | 922 | 131 | 180% |
| Solar power | Electricity generation | 277 | 39 | 45% |
| Solar power | Exports of components | 533 | 75 | 42% |
| EVs | Investment: manufacturing capacity | 1,250 | 177 | 35% |
| EVs | Investment: charging infrastructure | 102 | 14 | 33% |
| EVs | Production of vehicles | 2,200 | 311 | 30% |
| Energy efficiency | Investment: Industry | 585 | 83 | 14% |
| Rail transportation | Investment | 761 | 108 | 7% |
| Rail transportation | Transport of passengers and goods | 964 | 136 | 39% |
| Energy storage | Investment: Pumped hydro | 334 | 47 | 38% |
| Energy storage | Investment: Electrolyzers | 88 | 12 | 85% |
| Energy storage | Investment: Battery manufacturing | 317 | 45 | 116% |
| Energy storage | Investment: Grid-connected batteries | 75 | 11 | 364% |
| Power grid | Investment: transmission capacity | 540 | 76 | 8% |
| Wind power | Investment: power generation capacity, onshore | 330 | 47 | 85% |
| Wind power | Investment: power generation capacity, offshore | 72 | 10 | 17% |
| Wind power | Electricity generation | 363 | 51 | 12% |
| Nuclear power | Investment: power generation capacity | 87 | 12 | 45% |
| Nuclear power | Electricity generation | 195 | 28 | 4% |
| Hydropower | Investment: power generation capacity | 80 | 11 | -1% |
| Hydropower | Electricity generation | 512 | 72 | -6% |
| Total | Investments | 6,297 | 891 | 39% |
| Total | Production of goods and services | 5,082 | 719 | 26% |
| Total | Total GDP contribution | 11,379 | 1,610 | 33% |
Solar power
Solar was the largest contributor to growth in China’s clean-technology economy in 2023. It recorded growth worth a combined 1tn yuan of new investment, goods and services, as its value grew from 1.5tn yuan in 2022 to 2.5tn yuan in 2023, an increase of 63% year-on-year.
While China has dominated the manufacturing and installations of solar panels for years, the growth of the industry in 2023 was unprecedented.
On the installation side, two major central government initiatives drove increased volumes, namely the “whole-county distributed solar” and the “clean energy base” programmes.
In addition, in response to the slowdown in the real-estate sector, the central government introduced a new policy at the start of 2023, to encourage the development of solar power industries on unused and existing construction lands.
Meanwhile, during the annual legislative meetings in the spring of 2023, 15 provinces prioritised solar industry development in their government work agendas.
Detailed data on the growth in China’s solar installations in the first 11 months of the year is shown in the figure below. (An estimated 200GW was added across the country during 2023 as a whole, more than doubling from the record of 87GW set in 2022.)

At the same time, China’s solar manufacturing industry recorded even stronger growth in 2023. China added 340 gigawatts (GW) of polysilicon production capacity and 300GW of wafer, cell and module production capacity in 2023, according to the International Energy Agency (IEA).
China experienced a significant increase in solar product exports in 2023. It exported 56GW of solar wafers, 32GW of cells and 178GW of modules in the first 10 months of the year, up 90%, 72% and 34% year-on-year respectively, according to the China Photovoltaic Industry Association. However, due to falling costs, the export value of these solar products only increased by 3%.
Within the overall export growth there were notable increases in China’s solar exports to countries along the “belt and road”, to southeast Asian nations and to several African countries.
For this analysis, the value of investments in new solar manufacturing capacity was estimated from the average capital costs of each step in the supply chain, taken from a compilation of reported project costs. This gave a significantly lower cost level than reported in other literature.
The analysis assumes that local government investment in facilities and infrastructure, as well as direct subsidies, added 30% to the reported private investment.
Investment in solar power was estimated by multiplying the newly added capacity from Bloomberg New Energy Finance by the unit investment costs for rooftop and utility-scale systems from China Photovoltaic Industry Association.
The value of exported solar power equipment was based on China Photovoltaic Industry Association data for 2022 and reported export growth for 2023.
The value of solar power equipment produced for domestic installation was not included in our analysis, to avoid overlap with the already-estimated investment costs for domestic solar projects.
Wind power
China installed 41GW of wind power capacity in the first 11 months of 2023, an increase of 84% year-on-year in new additions. Some 60GW of onshore wind alone was due to be added across 2023, according to China Galaxy Securities, based on trends in previous years.
In addition, offshore wind capacity increased by 6GW across the whole of 2023.
Wind capacity added in the first 11 months of each year is shown in the figure below.

By the end of 2023, the first batch of “clean-energy bases” were expected to have been connected to the grid, contributing to the growth of onshore wind power, particularly in regions such as Inner Mongolia and other northwestern provinces. The second and third batches of clean-energy bases are set to continue driving the growth in onshore wind installations.
The market is also being driven by the “repowering” of older windfarms, supported by central government policies promoting the model of replacing smaller, older turbines with larger ones.
The potential for distributed wind power is also being explored, with initiatives such as the “villages wind utilisation action” being planned for active implementation.
Progress on offshore wind power construction in 2023 got off to a slow start. This is a reflection of a shift from nearshore to deeper offshore projects and from single projects to larger bases.
Offshore wind projects are also facing complex approval processes, involving multiple regulatory aspects, leading to uncertainties and slower-than-expected installations.
However, these issues are being addressed and the fourth quarter of 2023 saw a rebound in offshore wind construction, with 2024 expected to be a significant year for project deliveries.
Since 2021, new wind projects in China no longer receive subsidies from the central government.
Despite technological advancements reducing costs, increases in raw material prices have resulted in lower profit margins compared to the solar industry, leading to a smaller overall investment in wind power relative to solar power.
Electric vehicles
China’s production of electric vehicles grew 36% year-on-year in 2023 to reach 9.6m units, a notable 32% of all vehicles produced in the country.
The vast majority of EVs produced in China are sold domestically, with sales growing strongly despite the phase-out of purchase subsidies announced in 2020 and completed at the end of 2022.
The national purchase subsidy for EVs was a central government finance instrument that had been fostering the EV market for 13 years. Its demise highlights a gradual shift from policy-driven to market-driven demand, making growth more likely to be sustained.
Sales of EVs made in China reached 9.5m units in 2023, a 38% year-on-year increase. Of this total, 8.3m were sold domestically, accounting for one-third of Chinese vehicle sales overall, while 1.2m EVs were exported, a 78% year-on-year increase.
The growth of “new energy vehicle” (NEV, mainly EVs) production and sales is shown in the figure below, which also shows their rising share of all vehicles sold.

China’s EV market is highly competitive, with at least 94 brands offering more than 300 models. Domestic brands account for 81% of the EV market, with BYD, Wuling, Chery, Changan and GAC among the top players.
Sustaining this growth has required major investment in manufacturing capacity.
This analysis estimates investments in EV manufacturing capacity based on a study by China International Association for Promotion of Science and Technology (CIAPST), which put investment in EV manufacturing at 0.7tn yuan in 2021.
The analysis assumes that EVs accounted for all of the growth in investment in vehicle manufacturing capacity reported by China’s national bureau of statistics (NBS) in 2022 and 2023, while investment in conventional vehicles was stable
This implies that investment in EV manufacturing reached CNY 1.2tn yuan in 2023. This is likely to be conservative, because production volumes for combustion engine vehicles are falling, implying a corresponding fall in investment.
This analysis accounts for the expansion of battery manufacturing capacity separately – alongside electricity storage – even though it is being driven by the growth in EV production.
The analysis estimates the value of EV production, including both domestic sales and exports, based on vehicle production volumes from NBS and the reported average EV price.
These EV prices include the value of batteries produced for EVs, so the value of battery production is not included separately.
Meanwhile, EV charging infrastructure is expanding rapidly, enabling the growth of the EV market. In 2022, more than 80% of the downtown areas of “first-tier” cities – megacities such as Beijing, Shanghai and Guangzhou – had installed charging stations, while 65% of the highway service zones nationwide provided charging points.
More than 3m new charging points were put into service during 2023, including 0.93m public and 2.45m private chargers. The accumulated total by November 2023 reached 8.6m charging points.
This analysis puts investment in EV charging infrastructure at 0.1tn yuan in 2023, based on an estimated average cost of 30,000 yuan per charging point.
Energy efficiency
China’s energy intensity reduction targets have put pressure on industries to reduce their energy use per unit of output, spurring investment in more efficient processes.
For this analysis, the size of the market for energy service companies is used as a proxy for investment in energy efficiency in industries and buildings. This market grew to an estimated 0.6tn yuan in 2023, up from 0.5tn yuan in 2022, based on the revenue growth of the top 10 listed energy service companies ranked by market capitalization, for the first two or three quarters of 2023.
Over the past two decades, China’s energy service sector has experienced rapid expansion, growing from 1.8bn yuan in 2003 to 607bn yuan in 2021. Investment in the industrial service sector has been a key driver, accounting for about 60% of the total investment.
However, 2022 saw a significant downturn in the industrial energy service output, influenced by poor industrial growth, even though the building service sector continued expanding.
This analysis puts China’s investment in building energy efficiency at 80bn yuan per year. The country’s 14th five-year plan for energy savings in buildings and development of “green buildings” targets 80m square metres per year of renovated and newly built green buildings.
Compared with the almost 1,000m square metres of building space completed annually, this is a small percentage, and accordingly, the estimated value of total investments is modest.
Electricity storage and hydrogen
China is rapidly scaling up electricity storage capacity. This has the potential to significantly reduce China’s reliance on coal- and gas-fired power plants to meet peaks in electricity demand and to facilitate the integration of larger amounts of variable wind and solar power into the grid.
The construction of pumped hydro storage capacity increased dramatically in the last year, with capacity under construction reaching 167GW, up from 120GW a year earlier.
This growth is illustrated in the figure below, which shows pumped hydro capacity under construction or in earlier stages of development at the end of 2023.

Data from Global Energy Monitor identifies another 250GW in pre-construction stages, indicating that there is potential for the current surge in capacity to continue.
For this analysis, estimated annual investments in pumped storage are assumed to be proportional to the capacity under construction, while the reported construction cost of 6 yuan per watt is spread over three years. This implies that investment in 2023 amounted to 0.3tn yuan.
Construction of new battery manufacturing capacity was another major driver of investments, estimated at 0.3tn. This is based on the added capacity reported by the China Automotive Power Battery Industry Innovation Alliance and estimated average investment costs per unit of production capacity, taken from a compilation of publicly reported project costs.
Investment in electrolysers for “green” hydrogen production almost doubled year-on-year in 2023, reaching approximately 90bn yuan, based on estimates for the first half of the year from SWS Research. Analyst reports and compilations of projects published in news media put far larger numbers on China’s investments in green hydrogen, but these generally include the spending on electricity generation, which in this analysis is accounted for separately.
Investment in “new energy storage technologies” – a classification dominated by batteries – more than doubled in 2023, reaching 75bn yuan. This estimate is based on newly added capacity in 2023 reported by China Energy Storage Alliance and average investment costs calculated from National Energy Administration data.
Railways
China’s ministry of transportation reported that investment in railway construction increased 7% in January–November 2023, implying investment of 0.8tn for the full year. This includes major investments in both passenger and freight transport. Investment in roads fell slightly, while investment in railways overall grew by 22%.
The share of freight volumes transported by rail in China has increased from 7.8% in 2017 to 9.2% in 2021, thanks to the rapid development of the railway network.
In 2022, some 155,000km of rail lines were in operation, of which 42,000km were high-speed. This is up from 146,000km of which 38,000km were high-speed in 2020.
The value of passenger and freight transportation on China’s railways increased by 39% year-on-year in 2023, reaching nearly 1tn yuan.
Nuclear power
In 2023, 10 nuclear power units were approved in China, exceeding the anticipated rate of 6-8 units per year set by the China Nuclear Energy Association in 2020 for the second year in a row.
There are 77 nuclear power units that are currently operating or under construction in China, the second-largest total in the world. The total yearly investment in 2023 was estimated for this analysis at 87bn yuan, an increase of 45% year-on-year, based on data for January–November from the National Energy Administration.
The highest numbers of nuclear projects are located in coastal provinces with large concentrations of heavy industry, such as Guangdong, Fujian and Zhejiang, as the development of inland nuclear power projects remains stalled.
These provinces get around 20% of their electricity from nuclear power and continue to expand the technology as part of their efforts to cut emissions from their power sectors.
Electricity grids
China’s power-sector development plans include a major increase in inter-provincial electricity transmission capacity and numerous long-distance transmission lines from west to east.
State Grid, the government-owned operator that runs the majority of the country’s electricity transmission network, has a target to raise inter-provincial power transmission capacity to 300GW by 2025 and 370GW by 2030, from 230GW in 2021. These plans play a major role in enabling the development of clean energy bases in western China.
China Electricity Council reported investments in electricity transmission at 0.5tn yuan in 2023, up 8% on year – just ahead of the level targeted by State Grid.
Why clean energy took off in 2023
The clean-energy investment boom in 2023 is the outcome of a major pivot in China’s macroeconomic strategy. As this analysis shows, investment flowed from real estate into manufacturing – primarily in the clean-energy sector.
Total investment in the manufacturing industry increased by 9% year-on-year in 2023, while investment in the power and heat sectors climbed 23%. These increases were entirely due to growth in investment in clean energy, with investment in other areas falling. Therefore, China’s pivot into manufacturing was, in reality, a pivot to cleantech manufacturing.
The reason for this pivot was the contraction in the real-estate sector, where investment fell by 10% year-on-year in 2022 and another 9% in 2023. While this drop was in line with the government’s aim to address financial risks and excess leverage in the sector, it left a major hole in aggregate investment demand and in the revenue of China’s local governments.
Local governments were under pressure to attract investment, meaning that they offered generous subsidies and helped arrange financing.
The central government, for its part, eased private-sector access to financial markets and bank loans during the Covid-19 pandemic, facilitating the growth of the clean-energy sector.
Unlike the state-owned firms dominating traditional industries, the low-carbon sector, largely composed of private companies, gained access to previously constrained credit.
The significance of this economic shift is reflected not only in the figures revealed by this analysis but also in the language being used by Chinese media.
The three largest of clean-energy sectors by value, namely solar, storage and EVs, are being referred to as the “new three”, in contrast to the “old three” – clothing, home appliances and furniture.
This pivot was only possible because China’s clean-energy policies and wider industrial policy had built the foundation and scaled up these sectors so that they were primed for rapid growth.
The post-Covid credit “push” for clean energy growth also coincided with a demand “pull”, driven by falling costs and the increased competitiveness of low-carbon technologies against fossil fuels due to technological advancements.
Moreover, the announcement in 2020 of the 2060 carbon neutrality target had raised expectations and provided the political signal for the scale-up.
What clean-energy growth means for China – and the world
Clean technology has been an important part of China’s energy policy, industrial strategy and climate change efforts for a long time. Last year marked the first time that the sector also became a key economic driver for the country. This has important implications.
China’s reliance on the clean-technology sectors to drive growth and achieve key economic targets boosts their economic and political importance. It could also support an accelerated energy transition.
The massive investment in clean technology manufacturing capacity and exports last year means that China has a major stake in the success of clean energy in the rest of the world and in building up export markets.
For example, China’s lead climate negotiator Su Wei recently highlighted that the goal of tripling renewable energy capacity globally, agreed in the COP28 UN climate summit in December, is a major benefit to China’s new energy industry. This will likely also mean that China’s efforts to finance and develop clean energy projects overseas will intensify.
Globally, China’s unprecedented clean-energy manufacturing boom has pushed down prices, with the cost of solar panels falling 42% year-on-year – a dramatic drop even compared to the historical average of around 17% per year, while battery prices fell by an even steeper 50%.
This, in turn, has encouraged much faster take-up of clean-energy technologies.
Projections of solar power deployment, in particular, have been upended. The IEA’s latest World Energy Outlook introduced an additional global energy scenario just to look at the implications, projecting that if global deployment of solar power and grid-connected batteries follows the expansion of manufacturing capacity, then global power-sector coal use and carbon dioxide emissions could be a sizable 15% lower than in the base case by 2030. Most of the additional deployment of solar in the IEA’s revised projections is in China.
Even with the increased deployment, however, there is a limit to how much solar power, batteries and other clean technology can be absorbed, as the manufacturing expansion has already saturated most of the global market.
This means that the expansion will run into overcapacity, if maintained. On the other hand, in order to keep driving growth in investment, clean-technology manufacturing would need to not only absorb as much capital as it did in 2023, but keep increasing investment year after year.
The clean-technology investment boom has provided a new lease of life to China’s investment-led economic model. There are new clean-energy technologies where there is scope for expansion, such as electrolysers.
Eventually, however, entirely new sectors will have to be found for investment – or China’s economic model will have to be transformed once there is nowhere left for investment to flow.
The manufacturing boom also cements China’s dominant position in clean-energy supply chains. Other countries therefore face a choice of whether they want to benefit from the low-cost supply of solar panels, batteries, EVs and other clean-energy technology from China.
The alternative is diversifying their supply and paying the cost of building new supply chains, in the form of subsidies and import tariffs required to enable domestic producers or producers in third countries to compete against Chinese suppliers. Such efforts would further increase supply and push down global prices even further.
The post Analysis: Clean energy was top driver of China’s economic growth in 2023 appeared first on Carbon Brief.
Analysis: Clean energy was top driver of China’s economic growth in 2023
Greenhouse Gases
Cropped 25 February 2026: Food inflation strikes | El Niño looms | Biodiversity talks stagnate
We handpick and explain the most important stories at the intersection of climate, land, food and nature over the past fortnight.
This is an online version of Carbon Brief’s fortnightly Cropped email newsletter.
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Key developments
Food inflation on the rise
DELUGE STRIKES FOOD: Extreme rainfall and flooding across the Mediterranean and north Africa has “battered the winter growing regions that feed Europe…threatening food price rises”, reported the Financial Times. Western France has “endured more than 36 days of continuous rain”, while farmers’ associations in Spain’s Andalusia estimate that “20% of all production has been lost”, it added. Policy expert David Barmes told the paper that the “latest storms were part of a wider pattern of climate shocks feeding into food price inflation”.
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NO BEEF: The UK’s beef farmers, meanwhile, “face a double blow” from climate change as “relentless rain forces them to keep cows indoors”, while last summer’s drought hit hay supplies, said another Financial Times article. At the same time, indoor growers in south England described a 60% increase in electricity standing charges as a “ticking timebomb” that could “force them to raise their prices or stop production, which will further fuel food price inflation”, wrote the Guardian.
‘TINDERBOX’ AND TARIFFS: A study, covered by the Guardian, warned that major extreme weather and other “shocks” could “spark social unrest and even food riots in the UK”. Experts cited “chronic” vulnerabilities, including climate change, low incomes, poor farming policy and “fragile” supply chains that have made the UK’s food system a “tinderbox”. A New York Times explainer noted that while trade could once guard against food supply shocks, barriers such as tariffs and export controls – which are being “increasingly” used by politicians – “can shut off that safety valve”.
El Niño looms
NEW ENSO INDEX: Researchers have developed a new index for calculating El Niño, the large-scale climate pattern that influences global weather and causes “billions in damages by bringing floods to some regions and drought to others”, reported CNN. It added that climate change is making it more difficult for scientists to observe El Niño patterns by warming up the entire ocean. The outlet said that with the new metric, “scientists can now see it earlier and our long-range weather forecasts will be improved for it.”
WARMING WARNING: Meanwhile, the US Climate Prediction Center announced that there is a 60% chance of the current La Niña conditions shifting towards a neutral state over the next few months, with an El Niño likely to follow in late spring, according to Reuters. The Vibes, a Malaysian news outlet, quoted a climate scientist saying: “If the El Niño does materialise, it could possibly push 2026 or 2027 as the warmest year on record, replacing 2024.”
CROP IMPACTS: Reuters noted that neutral conditions lead to “more stable weather and potentially better crop yields”. However, the newswire added, an El Niño state would mean “worsening drought conditions and issues for the next growing season” to Australia. El Niño also “typically brings a poor south-west monsoon to India, including droughts”, reported the Hindu’s Business Line. A 2024 guest post for Carbon Brief explained that El Niño is linked to crop failure in south-eastern Africa and south-east Asia.
News and views
- DAM-AG-ES: Several South Korean farmers filed a lawsuit against the country’s state-owned utility company, “seek[ing] financial compensation for climate-related agricultural damages”, reported United Press International. Meanwhile, a national climate change assessment for the Philippines found that the country “lost up to $219bn in agricultural damages from typhoons, floods and droughts” over 2000-10, according to Eco-Business.
- SCORCHED GRASS: South Africa’s Western Cape province is experiencing “one of the worst droughts in living memory”, which is “scorching grass and killing livestock”, said Reuters. The newswire wrote: “In 2015, a drought almost dried up the taps in the city; farmers say this one has been even more brutal than a decade ago.”
- NOUVELLE VEG: New guidelines published under France’s national food, nutrition and climate strategy “urged” citizens to “limit” their meat consumption, reported Euronews. The delayed strategy comes a month after the US government “upended decades of recommendations by touting consumption of red meat and full-fat dairy”, it noted.
- COURTING DISASTER: India’s top green court accepted the findings of a committee that “found no flaws” in greenlighting the Great Nicobar project that “will lead to the felling of a million trees” and translocating corals, reported Mongabay. The court found “no good ground to interfere”, despite “threats to a globally unique biodiversity hotspot” and Indigenous tribes at risk of displacement by the project, wrote Frontline.
- FISH FALLING: A new study found that fish biomass is “falling by 7.2% from as little as 0.1C of warming per decade”, noted the Guardian. While experts also pointed to the role of overfishing in marine life loss, marine ecologist and study lead author Dr Shahar Chaikin told the outlet: “Our research proves exactly what that biological cost [of warming] looks like underwater.”
- TOO HOT FOR COFFEE: According to new analysis by Climate Central, countries where coffee beans are grown “are becoming too hot to cultivate them”, reported the Guardian. The world’s top five coffee-growing countries faced “57 additional days of coffee-harming heat” annually because of climate change, it added.
Spotlight
Nature talks inch forward
This week, Carbon Brief covers the latest round of negotiations under the UN Convention on Biological Diversity (CBD), which occurred in Rome over 16-19 February.
The penultimate set of biodiversity negotiations before October’s Conference of the Parties ended in Rome last week, leaving plenty of unfinished business.
The CBD’s subsidiary body on implementation (SBI) met in the Italian capital for four days to discuss a range of issues, including biodiversity finance and reviewing progress towards the nature targets agreed under the Kunming-Montreal Global Biodiversity Framework (GBF).
However, many of the major sticking points – particularly around finance – will have to wait until later this summer, leaving some observers worried about the capacity for delegates to get through a packed agenda at COP17.
The SBI, along with the subsidiary body on scientific, technical and technological advice (SBSTTA) will both meet in Nairobi, Kenya, later this summer for a final round of talks before COP17 kicks off in Yerevan, Armenia, on 19 October.
Money talks
Finance for nature has long been a sticking point at negotiations under the CBD.
Discussions on a new fund for biodiversity derailed biodiversity talks in Cali, Colombia, in autumn 2024, requiring resumed talks a few months later.
Despite this, finance was barely on the agenda at the SBI meetings in Rome. Delegates discussed three studies on the relationship between debt sustainability and implementation of nature plans, but the more substantive talks are set to take place at the next SBI meeting in Nairobi.
Several parties “highlighted concerns with the imbalance of work” on finance between these SBI talks and the next ones, reported Earth Negotiations Bulletin (ENB).
Lim Li Ching, senior researcher at Third World Network, noted that tensions around finance permeated every aspect of the talks. She told Carbon Brief:
“If you’re talking about the gender plan of action – if there’s little or no financial resources provided to actually put it into practice and implement it, then it’s [just] paper, right? Same with the reporting requirements and obligations.”
Monitoring and reporting
Closely linked to the issue of finance is the obligations of parties to report on their progress towards the goals and targets of the GBF.
Parties do so through the submission of national reports.
Several parties at the talks pointed to a lack of timely funding for driving delays in their reporting, according to ENB.
A note released by the CBD Secretariat in December said that no parties had submitted their national reports yet; by the time of the SBI meetings, only the EU had. It further noted that just 58 parties had submitted their national biodiversity plans, which were initially meant to be published by COP16, in October 2024.
Linda Krueger, director of biodiversity and infrastructure policy at the environmental not-for-profit Nature Conservancy, told Carbon Brief that despite the sparse submissions, parties are “very focused on the national report preparation”. She added:
“Everybody wants to be able to show that we’re on the path and that there still is a pathway to getting to 2030 that’s positive and largely in the right direction.”
Watch, read, listen
NET LOSS: Nigeria’s marine life is being “threatened” by “ghost gear” – nets and other fishing equipment discarded in the ocean – said Dialogue Earth.
COMEBACK CAUSALITY: A Vox long-read looked at whether Costa Rica’s “payments for ecosystem services” programme helped the country turn a corner on deforestation.
HOMEGROWN GOALS: A Straits Times podcast discussed whether import-dependent Singapore can afford to shelve its goal to produce 30% of its food locally by 2030.
‘RUSTING’ RIVERS: The Financial Times took a closer look at a “strange new force blighting the [Arctic] landscape”: rivers turning rust-orange due to global warming.
New science
- Lakes in the Congo Basin’s peatlands are releasing carbon that is thousands of years old | Nature Geoscience
- Natural non-forest ecosystems – such as grasslands and marshlands – were converted for agriculture at four times the rate of land with tree cover between 2005 and 2020 | Proceedings of the National Academy of Sciences
- Around one-quarter of global tree-cover loss over 2001-22 was driven by cropland expansion, pastures and forest plantations for commodity production | Nature Food
In the diary
- 2-6 March: UN Food and Agriculture Organization regional conference for Latin America and Caribbean | Brasília
- 5 March: Nepal general elections
- 9-20 March: First part of the thirty-first session of the International Seabed Authority (ISA) | Kingston, Jamaica
Cropped is researched and written by Dr Giuliana Viglione, Aruna Chandrasekhar, Daisy Dunne, Orla Dwyer and Yanine Quiroz.
Please send tips and feedback to cropped@carbonbrief.org
The post Cropped 25 February 2026: Food inflation strikes | El Niño looms | Biodiversity talks stagnate appeared first on Carbon Brief.
Cropped 25 February 2026: Food inflation strikes | El Niño looms | Biodiversity talks stagnate
Greenhouse Gases
Dangerous heat for Tour de France riders only a ‘question of time’
Rising temperatures across France since the mid-1970s is putting Tour de France competitors at “high risk”, according to new research.
The study, published in Scientific Reports, uses 50 years of climate data to calculate the potential heat stress that athletes have been exposed to across a dozen different locations during the world-famous cycling race.
The researchers find that both the severity and frequency of high-heat-stress events have increased across France over recent decades.
But, despite record-setting heatwaves in France, the heat-stress threshold for safe competition has rarely been breached in any particular city on the day the Tour passed through.
(This threshold was set out by cycling’s international governing body in 2024.)
However, the researchers add it is “only a question of time” until this occurs as average temperatures in France continue to rise.
The lead author of the study tells Carbon Brief that, while the race organisers have been fortunate to avoid major heat stress on race days so far, it will be “harder and harder to be lucky” as extreme heat becomes more common.
‘Iconic’
The Tour de France is one of the world’s most storied cycling races and the oldest of Europe’s three major multi-week cycling competitions, or Grand Tours.
Riders cover around 3,500 kilometres (km) of distance and gain up to nearly 55km of altitude over 21 stages, with only two or three rest days throughout the gruelling race.
The researchers selected the Tour de France because it is the “iconic bike race. It is the bike race of bike races,” says Dr Ivana Cvijanovic, a climate scientist at the French National Research Institute for Sustainable Development, who led the new work.
Heat has become a growing problem for the competition in recent years.
In 2022, Alexis Vuillermoz, a French competitor, collapsed at the finish line of the Tour’s ninth stage, leaving in an ambulance and subsequently pulling out of the race entirely.
Two years later, British cyclist Sir Mark Cavendish vomited on his bike during the first stage of the race after struggling with the 36C heat.
The Tour also makes a good case study because it is almost entirely held during the month of July and, while the route itself changes, there are many cities and stages that are repeated from year to year, Cvijanovic adds.
‘Have to be lucky’
The study focuses on the 50-year span between 1974 and 2023.
The researchers select six locations across the country that have commonly hosted the Tour, from the mountain pass of Col du Tourmalet, in the French Pyrenees, to the city of Paris – where the race finishes, along the Champs-Élysées.
These sites represent a broad range of climatic zones: Alpe d’ Huez, Bourdeaux, Col du Tourmalet, Nîmes, Paris and Toulouse.
For each location, they use meteorological reanalysis data from ERA5 and radiant temperature data from ERA5-HEAT to calculate the “wet-bulb globe temperature” (WBGT) for multiple times of day across the month of July each year.
WBGT is a heat-stress index that takes into account temperature, humidity, wind speed and direct sunlight.
Although there is “no exact scientific consensus” on the best heat-stress index to use, WBGT is “one of the rare indicators that has been originally developed based on the actual human response to heat”, Cvijanovic explains.
It is also the one that the International Cycling Union (UCI) – the world governing body for sport cycling – uses to assess risk. A WBGT of 28C or higher is classified as “high risk” by the group.
WBGT is the “gold standard” for assessing heat stress, says Dr Jessica Murfree, director of the ACCESS Research Laboratory and assistant professor at the University of North Carolina at Chapel Hill.
Murfree, who was not involved in the new study, adds that the researchers are “doing the right things by conducting their science in alignment with the business practices that are already happening”.
The researchers find that across the 50-year time period, WBGT has been increasing across the entire country – albeit, at different rates. In the north-west of the country, WBGT has increased at an average rate of 0.1C per decade, while in the southern and eastern parts of the country, it has increased by more than 0.5C per decade.
The maps below show the maximum July WBGT for each decade of the analysis (rows) and for hourly increments of the late afternoon (columns). Lower temperatures are shown in lighter greens and yellows, while higher temperatures are shown in darker reds and purples.
Six Tour de France locations analysed in the study are shown as triangles on the maps (clockwise from top): Paris, Alpe d’ Huez, Nîmes, Toulouse, Col du Tourmalet and Bordeaux.
The maps show that the maximum WBGT temperature in the afternoon has surpassed 28C over almost the entire country in the last decade. The notable exceptions to this are the mountainous regions of the Alps and the Pyrenees.
The researchers also find that most of the country has crossed the 28C WBGT threshold – which they describe as “dangerous heat levels” – on at least one July day over the past decade. However, by looking at the WBGT on the day the Tour passed through any of these six locations, they find that the threshold has rarely been breached during the race itself.
For example, the research notes that, since 1974, Paris has seen a WBGT of 28C five times at 3pm in July – but that these events have “so far” not coincided with the cycling race.
The study states that it is “fortunate” that the Tour has so far avoided the worst of the heat-stress.
Cvijanovic says the organisers and competitors have been “lucky” to date. She adds:
“It has worked really well for them so far. But as the frequency of these [extreme heat] events is increasing, it will be harder and harder to be lucky.”
Dr Madeleine Orr, an assistant professor of sport ecology at the University of Toronto who was not involved in the study, tells Carbon Brief that the paper was “really well done”, noting that its “methods are good [and its] approach was sound”. She adds:
“[The Tour has] had athletes complain about [the heat]. They’ve had athletes collapse – and still those aren’t the worst conditions. I think that that says a lot about what we consider safe. They’ve still been lucky to not see what unsafe looks like, despite [the heat] having already had impacts.”
Heat safety protocols
In 2024, the UCI set out its first-ever high temperature protocol – a set of guidelines for race organisers to assess athletes’ risk of heat stress.
The assessment places the potential risk into one of five categories based on the WBGT, ranging from very low to high risk.
The protocol then sets out suggested actions to take in the event of extreme heat, ranging from having athletes complete their warm-ups using ice vests and cold towels to increasing the number of support vehicles providing water and ice.
If the WBGT climbs above the 28C mark, the protocol suggests that organisers modify the start time of the stage, adapt the course to remove particularly hazardous sections – or even cancel the race entirely.
However, Orr notes that many other parts of the race, such as spectator comfort and equipment functioning, may have lower temperatures thresholds that are not accounted for in the protocol, but should also be considered.
Murfree points out that the study’s findings – and the heat protocol itself – are “really focused on adaptation, rather than mitigation”. While this is “to be expected”, she tells Carbon Brief:
“Moving to earlier start times or adjusting the route specifically to avoid these locations that score higher in heat stress doesn’t stop the heat stress. These aren’t climate preventative measures. That, I think, would be a much more difficult conversation to have in the research because of the Tour de France’s intimate relationship with fossil-fuel companies.”
The post Dangerous heat for Tour de France riders only a ‘question of time’ appeared first on Carbon Brief.
Dangerous heat for Tour de France riders only a ‘question of time’
Greenhouse Gases
DeBriefed 20 February 2026: EU’s ‘3C’ warning | Endangerment repeal’s impact on US emissions | ‘Tree invasion’ fuelled South America’s fires
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Preparing for 3C
NEW ALERT: The EU’s climate advisory board urged countries to prepare for 3C of global warming, reported the Guardian. The outlet quoted Maarten van Aalst, a member of the advisory board, saying that adapting to this future is a “daunting task, but, at the same time, quite a doable task”. The board recommended the creation of “climate risk assessments and investments in protective measures”.
‘INSUFFICIENT’ ACTION: EFE Verde added that the advisory board said that the EU’s adaptation efforts were so far “insufficient, fragmented and reactive” and “belated”. Climate impacts are expected to weaken the bloc’s productivity, put pressure on public budgets and increase security risks, it added.
UNDERWATER: Meanwhile, France faced “unprecedented” flooding this week, reported Le Monde. The flooding has inundated houses, streets and fields and forced the evacuation of around 2,000 people, according to the outlet. The Guardian quoted Monique Barbut, minister for the ecological transition, saying: “People who follow climate issues have been warning us for a long time that events like this will happen more often…In fact, tomorrow has arrived.”
IEA ‘erases’ climate
MISSING PRIORITY: The US has “succeeded” in removing climate change from the main priorities of the International Energy Agency (IEA) during a “tense ministerial meeting” in Paris, reported Politico. It noted that climate change is not listed among the agency’s priorities in the “chair’s summary” released at the end of the two-day summit.
US INTERVENTION: Bloomberg said the meeting marked the first time in nine years the IEA failed to release a communique setting out a unified position on issues – opting instead for the chair’s summary. This came after US energy secretary Chris Wright gave the organisation a one-year deadline to “scrap its support of goals to reduce energy emissions to net-zero” – or risk losing the US as a member, according to Reuters.
Around the world
- ISLAND OBJECTION: The US is pressuring Vanuatu to withdraw a draft resolution supporting an International Court of Justice ruling on climate change, according to Al Jazeera.
- GREENLAND HEAT: The Associated Press reported that Greenland’s capital Nuuk had its hottest January since records began 109 years ago.
- CHINA PRIORITIES: China’s Energy Administration set out its five energy priorities for 2026-2030, including developing a renewable energy plan, said International Energy Net.
- AMAZON REPRIEVE: Deforestation in the Brazilian Amazon has continued to fall into early 2026, extending a downward trend, according to the latest satellite data covered by Mongabay.
- GEZANI DESTRUCTION: Reuters reported the aftermath of the Gezani cyclone, which ripped through Madagascar last week, leaving 59 dead and more than 16,000 displaced people.
20cm
The average rise in global sea levels since 1901, according to a Carbon Brief guest post on the challenges in projecting future rises.
Latest climate research
- Wildfire smoke poses negative impacts on organisms and ecosystems, such as health impacts on air-breathing animals, changes in forests’ carbon storage and coral mortality | Global Ecology and Conservation
- As climate change warms Antarctica throughout the century, the Weddell Sea could see the growth of species such as krill and fish and remain habitable for Emperor penguins | Nature Climate Change
- About 97% of South American lakes have recorded “significant warming” over the past four decades and are expected to experience rising temperatures and more frequent heatwaves | Climatic Change
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured

Repealing the US’s landmark “endangerment finding”, along with actions that rely on that finding, will slow the pace of US emissions cuts, according to Rhodium Group visualised by Carbon Brief. US president Donald Trump last week formally repealed the scientific finding that underpins federal regulations on greenhouse gas emissions, although the move is likely to face legal challenges. Data from the Rhodium Group, an independent research firm, shows that US emissions will drop more slowly without climate regulations. However, even with climate regulations, emissions are expected to drop much slower under Trump than under the previous Joe Biden administration, according to the analysis.
Spotlight
How a ‘tree invasion’ helped to fuel South America’s fires
This week, Carbon Brief explores how the “invasion” of non-native tree species helped to fan the flames of forest fires in Argentina and Chile earlier this year.
Since early January, Chile and Argentina have faced large-scale and deadly wildfires, including in Patagonia, which spans both countries.
These fires have been described as “some of the most significant and damaging in the region”, according to a World Weather Attribution (WWA) analysis covered by Carbon Brief.
In both countries, the fires destroyed vast areas of native forests and grasslands, displacing thousands of people. In Chile, the fires resulted in 23 deaths.

Multiple drivers contributed to the spread of the fires, including extended periods of high temperatures, low rainfall and abundant dry vegetation.
The WWA analysis concluded that human-caused climate change made these weather conditions at least three times more likely.
According to the researchers, another contributing factor was the invasion of non-native trees in the regions where the fires occurred.
The risk of non-native forests
In Argentina, the wildfires began on 6 January and persisted until the first week of February. They hit the city of Puerto Patriada and the Los Alerces and Lago Puelo national parks, in the Chubut province, as well as nearby regions.
In these areas, more than 45,000 hectares of native forests – such as Patagonian alerce tree, myrtle, coigüe and ñire – along with scrubland and grasslands, were consumed by the flames, according to the WWA study.
In Chile, forest fires occurred from 17 to 19 January in the Biobío, Ñuble and Araucanía regions.
The fires destroyed more than 40,000 hectares of forest and more than 20,000 hectares of non-native forest plantations, including eucalyptus and Monterey pine.
Dr Javier Grosfeld, a researcher at Argentina’s National Scientific and Technical Research Council (CONICET) in northern Patagonia, told Carbon Brief that these species, introduced to Patagonia for production purposes in the late 20th century, grow quickly and are highly flammable.
Because of this, their presence played a role in helping the fires to spread more quickly and grow larger.
However, that is no reason to “demonise” them, he stressed.
Forest management
For Grosfeld, the problem in northern Patagonia, Argentina, is a significant deficit in the management of forests and forest plantations.
This management should include pruning branches from their base and controlling the spread of non-native species, he added.
A similar situation is happening in Chile, where management of pine and eucalyptus plantations is not regulated. This means there are no “firebreaks” – gaps in vegetation – in place to prevent fire spread, Dr Gabriela Azócar, a researcher at the University of Chile’s Centre for Climate and Resilience Research (CR2), told Carbon Brief.
She noted that, although Mapuche Indigenous communities in central-south Chile are knowledgeable about native species and manage their forests, their insight and participation are not recognised in the country’s fire management and prevention policies.
Grosfeld stated:
“We are seeing the transformation of the Patagonian landscape from forest to scrubland in recent years. There is a lack of preventive forestry measures, as well as prevention and evacuation plans.”
Watch, read, listen
FUTURE FURNACE: A Guardian video explored the “unbearable experience of walking in a heatwave in the future”.
THE FUN SIDE: A Channel 4 News video covered a new wave of climate comedians who are using digital platforms such as TikTok to entertain and raise awareness.
ICE SECRETS: The BBC’s Climate Question podcast explored how scientists study ice cores to understand what the climate was like in ancient times and how to use them to inform climate projections.
Coming up
- 22-27 February: Ocean Sciences Meeting, Glasgow
- 24-26 February: Methane Mitigation Europe Summit 2026, Amsterdam, Netherlands
- 25-27 February: World Sustainable Development Summit 2026, New Delhi, India
Pick of the jobs
- The Climate Reality Project, digital specialist | Salary: $60,000-$61,200. Location: Washington DC
- Intergovernmental Panel on Climate Change (IPCC), science officer in the IPCC Working Group I Technical Support Unit | Salary: Unknown. Location: Gif-sur-Yvette, France
- Energy Transition Partnership, programme management intern | Salary: Unknown. Location: Bangkok, Thailand
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.
The post DeBriefed 20 February 2026: EU’s ‘3C’ warning | Endangerment repeal’s impact on US emissions | ‘Tree invasion’ fuelled South America’s fires appeared first on Carbon Brief.
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