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
Climate Change
Interview: COP31 president says electrification is ‘surest way to protect citizens’
Last month, COP31 president-designate Murat Kurum launched a target for 35% of the world’s final energy to come from electricity by 2035.
In an interview with Carbon Brief, Kurum says that the target was not a political choice, but instead reflects the latest evidence on “what is needed to keep 1.5C within reach”.
The ongoing Hormuz crisis means there is an “urgent” need for renewables and electrification, which are the “surest and cleanest way to protect citizens” from high energy prices.
Kurum says that the Brazilian and Ethiopian presidencies of COP30 and COP32, as well as the EU, UK and Canada, have welcomed the target.
He adds that “all have confirmed it will be central to discussions at COP31”.
In the interview, Kurum – who is also Turkey’s minister of environment, urbanisation and climate change – tells Carbon Brief where the target came from and what he expects to happen next.
Carbon Brief: You recently launched a target for 35% of the world’s final energy to come from electricity by 2035. Where did this idea come from?
Murat Kurum: The “35 by 35” target is grounded in technical data and based on the IEA [International Energy Agency] and IRENA [International Renewable Energy Agency] analysis of what is needed to keep [the 1.5C Paris Agreement target] within reach. The level was not chosen politically. Rather, it reflects what the science and the energy modelling tell us is required.
CB: Why do you think an electrification target is important right now?
MK: The case for the target is urgent right now. The latest war in the Gulf has made energy diversification – and, in particular, renewable energy transition and electrification – a top global priority, because it is the surest and cleanest way to protect citizens around the world from high and volatile energy prices.
At a time of real fragmentation in international relations, a single, shared target is needed to focus global efforts by aligning governments, businesses and investors behind a common benchmark and to send a clear market signal.
CB: Which countries are supporting this target so far?
MK: The reaction so far has been extremely positive and, while we presented our target at the UN June climate meetings in Bonn, our earlier conversations with parties at both the Petersberg and Copenhagen climate dialogues paved the way for this launch.
For example, the EU, UK, and Canada have welcomed the target, as have the Brazilian COP30 and Ethiopian COP32 presidencies. All have confirmed it will be central to discussions at COP31.
This support has been reflected in the business community as well, with polling by the We Mean Business Coalition showing that 90% of businesses expect to have largely electrified their operations by 2035 and that 88% expect electrification will make their business more competitive.
CB: How do you hope and expect to see this taken forward at the COP? Could it be in the formal COP outcomes, or part of the second global stocktake?
MK: We are now taking electrification forward as an “action agenda” initiative to bring actors together and drive progress. The action agenda and the [formal COP] negotiations are separate, but complementary, with different processes and thresholds, and it is too early to say what all countries might be able to agree in the negotiations. That is for parties to determine as the year progresses.
We are focused and determined to use COP31 as a moment to spark a global conversation about electrification.
CB: What are the key priorities for reaching the target?
MK: The critical sectors for reaching the target are buildings, transport and industry, which together account for around 45% of global emissions. Financial support for the developing world and investment in grids and infrastructure is also crucial.
The target also builds on COP28’s target to triple renewable energy capacity and seeks to take advantage of the tumbling cost of renewable power and other technologies critical to the energy transition. This is a journey that Turkey itself is taking ambitious steps on, including our plan to reach 120GW [gigawatts] of renewable capacity by 2035.
This interview was first published in the 10 July 2026 edition of Carbon Brief’s DeBriefed weekly newsletter. Sign up for free.
The post Interview: COP31 president says electrification is ‘surest way to protect citizens’ appeared first on Carbon Brief.
Interview: COP31 president says electrification is ‘surest way to protect citizens’
Climate Change
DeBriefed 10 July 2026: Deadly Europe heat | EU electrification leak | COP31 president interview
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
‘Catastrophic’ climate impacts
RECORD HEAT: Western Europe experienced its hottest June on record – some 3C above average – according to analysis covered by the Guardian. It said the finding came “as the UK enters its third heatwave of the year and wildfires ravage France and Spain”. Le Monde said 10,000 people had been evacuated due to wildfires in southern France.
‘EXCESS DEATHS’: The June heatwave killed more than 2,700 people in France, according to a guest post analysis for Carbon Brief. Similar analysis for Germany said there had been more than 5,000 “excess deaths”, reported Bloomberg. Meanwhile, an ongoing heatwave in the US has killed at least 30 people, said USA Today.
STORM TEST: Floods have killed 39 people in Guangxi province in southern China, said state-run newspaper China Daily. Scientists warned that climate change and the weather phenomenon El Niño are exposing China to “catastrophic storms” that will test its resilience in 2026, reported Reuters. The nation’s latest official climate report found that “extreme weather and climate events…have become more frequent and severe”, said China National Radio.
Around the world
- EU ELECTRIFICATION: The European Commission is set to unveil a 2040 target for EU electrification on 17 July, reported Bloomberg. Citing a leaked draft, it said the plan would aim to cut oil use in half and gas use by two-thirds.
- PEAKING PLAN: China has published an “action plan” for peaking emissions during the 15th five-year plan period to 2030, reported Xinhua. It lists targets including “new energy vehicles” making up 30% of cars on the road by 2030, said Reuters.
- CLIMATE ‘FLAT EARTHER’: The Trump administration has appointed Matthew Wielicki, described by Politico as a “climate critic”, to lead the office in charge of the US national climate assessment. Common Dreams quoted a scientist describing the move as “like putting a flat-earther in charge of NASA”.
- UGANDAN SUIT: A group of farmers from Uganda have launched a legal suit in London against the East African oil pipeline, according to Climate Home News.
23%
The share of Irish electricity used by data centres in 2025, reported the Irish Times.
2%
The share of global electricity used by data centres in the same year, according to Carbon Brief analysis of the Energy Institute statistical review.
Latest climate research
- Meltwater from the western Himalayan glaciers will peak at around 2C of warming, before declining at higher warming levels | Environmental Research Letters
- Current coral restoration efforts may be unsuitable for temperate reefs, including those in the Mediterranean | Nature Ecology & Evolution
- People tend to underestimate the level of “broad public support” for climate action | Nature Climate 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

Carbon Brief explained – via eight facts – why air conditioning rates in some parts of Europe are relatively low, as the technology emerges as a new front in the global “culture war” over climate action. Analysis for the article illustrated that, in many parts of the world’s fastest-warming continent, air conditioning simply was not needed in the past.
Spotlight
COP31 president speaks to Carbon Brief on electrification
This week, Carbon Brief interviews Murat Kurum, president-designate of the COP31 UN climate talks in November and Turkey’s minister of environment, urbanisation and climate change, on his target to boost global electrification.
Carbon Brief: You recently launched a target for 35% of the world’s final energy to come from electricity by 2035. Where did this idea come from?
Murat Kurum: The “35 by 35” target is grounded in technical data and based on the IEA [International Energy Agency] and IRENA [International Renewable Energy Agency] analysis of what is needed to keep [the 1.5C Paris Agreement target] within reach. The level was not chosen politically. Rather, it reflects what the science and the energy modelling tell us is required.
CB: Why do you think an electrification target is important right now?
MK: The case for the target is urgent right now. The latest war in the Gulf has made energy diversification – and, in particular, renewable energy transition and electrification – a top global priority, because it is the surest and cleanest way to protect citizens around the world from high and volatile energy prices.
At a time of real fragmentation in international relations, a single, shared target is needed to focus global efforts by aligning governments, businesses and investors behind a common benchmark and to send a clear market signal.

CB: Which countries are supporting this target so far?
MK: The reaction so far has been extremely positive and, while we presented our target at the UN June climate meetings in Bonn, our earlier conversations with parties at both the Petersberg and Copenhagen climate dialogues paved the way for this launch.
For example, the EU, UK, and Canada have welcomed the target, as have the Brazilian COP30 and Ethiopian COP32 presidencies. All have confirmed it will be central to discussions at COP31.
This support has been reflected in the business community as well, with polling by the We Mean Business Coalition showing that 90% of businesses expect to have largely electrified their operations by 2035 and that 88% expect electrification will make their business more competitive.
CB: How do you hope and expect to see this taken forward at the COP? Could it be in the formal COP outcomes, or part of the second global stocktake?
MK: We are now taking electrification forward as an “action agenda” initiative to bring actors together and drive progress. The action agenda and the [formal COP] negotiations are separate, but complementary, with different processes and thresholds, and it is too early to say what all countries might be able to agree in the negotiations. That is for parties to determine as the year progresses.
We are focused and determined to use COP31 as a moment to spark a global conversation about electrification.
CB: What are the key priorities for reaching the target?
MK: The critical sectors for reaching the target are buildings, transport and industry, which together account for around 45% of global emissions. Financial support for the developing world and investment in grids and infrastructure is also crucial.
The target also builds on COP28’s target to triple renewable energy capacity and seeks to take advantage of the tumbling cost of renewable power and other technologies critical to the energy transition. This is a journey that Turkey itself is taking ambitious steps on, including our plan to reach 120GW [gigawatts] of renewable capacity by 2035.
Watch, read, listen
HEATED: A Financial Times long read asked if Europe – the world’s fastest-warming continent – is “prepared for a world of extreme heat”.
LITIGATED: The Outrage and Optimism podcast spoke to Prof Joana Setzer and Catherine Higham about the latest trends in climate litigation.
‘SHATTERED’: Confidence in fossil-fuel exports via the strait of Hormuz has been “shattered”, wrote IEA chief Fatih Birol for Foreign Policy.
Coming up
- 13-17 July: Meeting of open-ended working group on the Montreal Protocol, Bangkok, Thailand
- 13-24 July: International Seabed Authority Council, Kingston, Jamaica
- 16 July: International Energy Agency critical minerals outlook 2026, online
Pick of the jobs
- Wellcome Trust, head of policy – climate and health | Salary: £84,640-£105,800. Location: London
- Financial Times, senior reporter, Sustainable Views | Salary: Unknown. Location: London
- North Texas Public Broadcasting, climate, energy and environment reporter | Salary: $70,000-$78,000. Location: Fort Worth, Texas
- Energy & Climate Intelligence Unit, head of communications and engagement | Salary: £65,000-£70,000. Location: London
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
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The post DeBriefed 10 July 2026: Deadly Europe heat | EU electrification leak | COP31 president interview appeared first on Carbon Brief.
DeBriefed 10 July 2026: Deadly Europe heat | EU electrification leak | COP31 president interview
Climate Change
Eight facts about air conditioning amid an overheated global debate
As successive heatwaves hit Europe, air-conditioning (AC) has emerged as a new front in the international “culture war” over climate action.
France, Germany and the UK have experienced record-breaking heat and thousands of heat-related deaths this summer, with June temperatures in many regions passing 40C.
This has drawn attention to the relatively low rates of AC use in these countries – and in Europe as a whole – especially when compared to its widespread adoption in the US.
Legacy newspapers, bloggers and even Elon Musk have all weighed in on “European hostility” to AC, criticising Europe’s “cultural conservatism” and “overbearing governments”.
Right-wing politicians, including National Rally in France and the UK Conservatives, have styled themselves as champions of AC, while opposing efforts to tackle climate change.
Missing from most of these interventions is the fact that human-caused climate change has made once-rare heat far more common, in what is the world’s fastest warming continent.
Carbon Brief analysis for this article shows that, until the 2020s, it was rare for many European cities to see days above 30C, making AC an unnecessary expense.
Here, Carbon Brief explains – via eight facts – why AC rates in some parts of Europe are relatively low, as well as clarifies and contextualises some of the misleading claims circulating about the technology.
- Much of Europe has not needed AC in the past
- AC is already widely used in hotter parts of Europe
- Some European nations have ‘resisted’ AC – but its popularity is growing
- AC emissions are growing, but its climate impact could be limited
- Heat from AC can contribute to directly warming cities
- More AC could help to reduce heat deaths in Europe
- ‘Net-zero rules’ are not blocking AC installation in the UK
- AC is not the only answer to overheating cities
Much of Europe has not needed AC in the past
AC installation rates in northern parts of Europe are very low. The best available estimates suggest that 6% of households in Germany and just 4% in England use AC.
However, these rates are largely explained by the historical climates in these nations.
Unlike the US, much of the housing stock and infrastructure in Europe was built at a time when AC did not exist and was not necessary.
Moreover, nations such as France, Germany and the UK have only started to regularly experience extreme heat in recent decades.
The chart below shows the average number of days per year, in each decade since the 1950s, when maximum temperatures have exceeded 30C in major European cities. Capitals such as London and Paris have seen a significant jump since around 2000.

Prof Jan Rosenow, an energy and climate researcher at the University of Oxford, tells Carbon Brief:
“For most of the 20th century, northern Europe simply didn’t need cooling. Homes in Britain and Germany were built to keep heat in, not out, because winters were cold and summers rarely hot.”
Much of the commentary about the relatively low rates of European AC use focuses on cultural or “ideological” factors. (See: Some European nations have ‘resisted’ AC – but its popularity is growing.)
However, Rosenow says people’s views on AC in these countries likely stem from their historically colder climates. He adds:
“Attitudes formed around those facts, not the other way round…There is a cultural element, but it is the product of climate, not of some green ideological project.”
In the past, many in Europe relied on traditional methods to keep buildings cool. Richard Black, head of communications at Climate Analytics, made this point in a post on LinkedIn:
“Once, residents of cities such as Paris could cope with summer heatwaves by opening shutters and windows during the night, and closing them again in the morning to trap the cool air inside…We’ve reached a limit to this sort of adaptation.”
Now, with Europe around 2.5C warmer than pre-industrial levels, climate change is routinely driving record-breaking heatwaves, even in the north of the continent.
This is forcing a reappraisal of societies that were “built for a climate that no longer exists”, as the UK’s Climate Change Committee (CCC) put it in a recent report.
Experts broadly agree that much of Europe will indeed need more AC, particularly in spaces housing the most vulnerable populations, such as care homes, schools and hospitals.
At the same time, they also emphasise broader, “passive” efforts to make cities and homes cooler alongside increased AC use. (See: AC is not the only answer to overheating cities.)
AC is already widely used in hotter parts of Europe
During periods of extreme heat, articles criticising “European hostility” towards the technology frequently note that “only about 20%” of households in Europe have AC.
Often, this is contrasted with the US, where more than 90% of households have AC installed. (In fact, the US is something of a global outlier, matched only by Japan.)
However, the continent-wide figure for Europe obscures the reality. In southern Europe – where temperatures are and have always been higher – AC is relatively common.
The map below, based on official EU data, shows that southern European nations use far more household energy for “space cooling” than those in the north.

Government figures show that nearly 60% of Italian households have AC. Household-level data in many countries is patchy, but various analyses have placed that figure at 70-80% in Greece and 41% in Spain – with higher penetration in the hotter, southern part of the country.
The same pattern can be seen within France. International coverage has stressed the country’s “cultural resistance to AC”, citing a nationwide figure from 2020 that suggests “only” 25% of French households have AC.
However, polling data from customers of the Hello Watt energy app suggests that there is a distinct north-south divide in French uptake. At least 60% of households in Mediterranean regions of France are equipped with AC, according to these figures.
This can be seen in the map below, with households across northern regions, including Paris, reporting far lower AC installation rates, often below 5%.

Finally, when making such comparisons to Europe, it is worth noting that high rates of AC use reported for the entire US also obscure significant differences between – and within – US states. This, too, aligns with differences in regional climate.
Hotter states in the US south have near-universal AC access. But in Washington, a north-western state with a climate more comparable to that of western Europe, 66% of people have AC in their homes.
Some European nations have ‘resisted’ AC – but its popularity is growing
International commentators have written extensively about Europe’s “longstanding resistance to cooling technology”, especially when compared to the US.
Newspaper editorials in the Washington Post and the Wall Street Journal, alongside numerous op-eds and blog posts, have added fuel to this “culture war”. Elon Musk has even promoted an AI-generated message stating that Europeans “should just install AC”.
Often, European attitudes are attributed to “guilt” about AC’s energy demand, “cultural conservatism” or “overbearing governments”. One commentator ascribed divergent attitudes in Europe and the US to “different ideas about physical suffering and sacrifice”.
Meanwhile, right-leaning commentators and climate-sceptic groups have blamed “climate policies, which view AC as an unnecessary luxury”.
In general, these critiques often fail to consider the most obvious explanation, which is that AC adoption is low in northern Europe because the historical climate made AC unnecessary.
Critical articles have instead drawn attention to restrictions on AC use in some European countries, as well as the lack of support for AC in official heatwave guidance.
For France, in particular, polling has indeed highlighted widespread disapproval of AC, both on environmental grounds and due to alleged health impacts. Such messages have also been voiced regularly in French media and by left-leaning and green politicians.
However, across Europe there are plenty of signs that such attitudes are shifting, following successive spells of extreme heat.
Amid the June heatwave, there were reports from Germany, France and the UK of “skyrocketing” AC sales. This surge was even acknowledged by the foreign ministry in China, due to the nation’s role in supplying many of these products.
The shift is taking place in politics as well. Marine Tondelier, leader of the French Green party – which has traditionally opposed AC – recently stated that “there are places where we just can’t do without AC anymore”.
Overall, AC has been on the rise across Europe, with France, Spain and the Netherlands all using more than twice as much energy for AC and other “space cooling” technologies in 2024 as they did in 2015.
AC production in Germany has also risen by at least 75% in recent years and a growing share of German homes are being built with it installed.
Notably, there is little evidence that “climate policies” are blocking Europeans from installing AC. Polling in Germany shows that, while people are concerned about environmental impacts, the high costs of installing and running it are perceived as greater barriers.
Finally, there is an important distinction between individual AC units in people’s homes and installing them in public spaces, such as hospitals, care homes and schools.
While neither is widespread in France, support for the latter can increasingly be found across the political spectrum, from Greens to the far-right National Rally (RN).
AC emissions are growing, but its climate impact could be limited
Some people have noted that a wider rollout of AC in Europe could drive up emissions.
As noted in the Financial Times by columnist and chief data reporter John Burn-Murdoch, there is a logic to this argument, “at least superficially”. He writes:
“AC uses a lot of energy; if the proposed defence against emissions-driven global warming means emitting more, then we have an obvious problem.”
The emissions impact of AC depends heavily on the generation mix of a country’s power sector.
According to the International Energy Agency (IEA), “space cooling” – mostly AC, but this does include some fans – used 2,100 terawatt-hours (TWh) of power globally in 2022.
As such, it was responsible for 1bn tonnes of carbon dioxide (CO2) from electricity use globally. This equates to around 2.7% of total CO2 emissions globally from fossil fuels and industry.
(As well as indirect emissions through power use, AC units can also directly release greenhouse gases – used as AC refrigerants – when they leak or are improperly disposed of. Following the 2016 Kigali Amendment, countries are progressively trying to phase down the use of potent greenhouse gases in AC units.)
In a LinkedIn post, Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air and regular Carbon Brief contributor, says:
“There is a lot of alarmist messaging about how much electricity AC uses. However, on an annual basis, the demand is not that substantial. Currently, AC uses about 1% of electricity in the EU and catching up to adoption rates in the US would double this.”
According to the IEA estimates from 2018, “if left unchecked, energy demand from AC will more than triple by 2050”, reaching 6,200TWh of power.
By mid-century, households would contribute the most to the increase (70%), with at least two-thirds of the world’s households potentially having AC, according to the Paris-based agency.
Decarbonising electricity grids and energy-efficiency improvements can reduce AC emissions and their impact on climate.
For instance, in countries with a low-carbon electricity mix – such as France, where nuclear energy accounts for 67% of its electricity generation – expanding AC would have a more limited climate impact than in other countries.
In countries such as India, there could be a more significant increase in emissions as AC is adopted, due to the role coal plays in the country’s energy mix, especially during the night. Demand is growing fast – following low access historically – and many AC units are inefficient, with high electricity use.
According to a new working paper from the India Energy and Climate Center (IECC) at the University of California, Berkeley, “room AC” – portable plug-in units, as opposed to those permanently installed in buildings – already accounts for nearly one-quarter of India’s peak electricity demand (60-70GW) – and this is before the majority of Indian households have bought their first AC unit.
Dr Nikit Abhyankar, co-faculty director of the IECC, tells Carbon Brief that, as AC use is expanded across the world, it should be paired with solar and battery storage, where the “economics have completely shifted” in the last few years. This will help to cut both energy bills and emissions.
According to the IEA, accelerating energy efficiency improvements could deliver more than one-third of all CO2 emission reductions between now and 2030.
The global energy demand needed to run ACs alone in 2050 could be reduced by 1,300GW – the equivalent of all of China and India’s coal plants – through energy efficiency measures, it estimates.
Aditya Valiathan Pillai, a climate adaptation researcher at King’s College London, tells Carbon Brief that, as the use of AC expands, there is a conversation to be had about where and “what type of technology [is used] and who gets access” to it.
A final point is that many AC units are air-to-air heat pumps, which can efficiently heat homes, as well as keeping them cool. As such, wider AC adoption could boost the adoption of electrified heat, helping to cut emissions from gas boilers.
Heat from AC can contribute to directly warming cities
Some critics of AC mention its electricity demands and associated CO2 emissions from fossil-fuel combustion, which contribute to raising the temperature of the entire planet. (See: AC emissions are growing, but its climate impact could be limited.)
But AC also has a localised impact. It works by removing heat from indoor air and pushing it outdoors, raising temperatures on the street and exacerbating the “urban heat island” effect.
Left-leaning French politicians are among those citing this as an argument against AC, particularly in cities. Indeed, Emmanuel Grégoire, the Socialist mayor of Paris, appeared to be making this point in an interview with Le Monde, during the June heatwave:
“[AC] can be useful for cooling collective spaces and protecting the most vulnerable populations, but individual AC is a scourge – it makes the problem worse by heating the city even more.”
One study concludes that, in a city such as Phoenix, Arizona, where the technology is widespread, AC use during a heatwave can raise night-time temperatures by 1-1.5C.
Another models a nine-day heatwave in Paris – in a future with “massive” AC use – and finds an increase in external temperature of more than 2C, due to heat emitted by the units.
Given this, some scientists argue that AC can be a form of climate “maladaptation” – referring to actions that backfire and make people more vulnerable to global warming.
The Intergovernmental Panel on Climate Change (IPCC) has highlighted this issue, concluding:
“AC may constitute a maladaptation because of its high demands on energy and associated heat emissions, especially in high-density cities.”
Compared to the US, more people in Europe live in dense, urban areas. According to Dr Vincent Viguié, a climate change economist at École des Ponts ParisTech, this could leave Europeans more exposed to heat from AC units. He tells Carbon Brief:
“If you live in a neighbourhood that is not dense, like in a suburban neighbourhood or in the countryside, you don’t care about this…So, once again, there is a key difference between US and European cities.”
Viguié is among the experts arguing that other climate-adaptation measures should be considered alongside AC, to keep entire cities cool – not just individual homes. He says:
“It’s not to say that the heat released by AC by itself is a reason to forbid AC…It’s just that not taking that into account may lead to bad decisions.”
More AC could help to reduce heat deaths in Europe
Heatwaves can be deadly, especially for older or vulnerable members of society.
According to climate scientists at World Weather Attribution, “heatwaves cause more deaths in Europe than all other natural hazards combined”.
The heatwave in June 2026 is estimated to have killed more than 20,000 people in Europe. In France – which has seen some of the hottest temperatures – the heatwave caused more than 2,700 heat-related deaths, according to analysis published by Carbon Brief.
AC does help to protect people from the effects of extreme heat. A 2021 study found that globally, AC averted an estimated 190,000 heat-related deaths annually during 2019-21.
With its much higher penetration of AC, the US has fewer deaths due to extreme heat than Europe.
Heat kills around 11 people out of every 100,000 in Europe, compared to around two people in the US, according to analysis by data scientist Dr Hannah Ritchie from Our World in Data.
Several publications have pointed out that “Europe’s heatwaves are deadlier than American gun violence”. While this is technically accurate in absolute terms, Ritchie says the comparison is “a bit silly” for a number of reasons, not least because on a per-capita basis, US gun deaths are higher.

However, experts suggest that AC is only one part of a wider effort to protect people from extreme heat.
A 2020 study looking at heat-related mortality in Canada, Japan, Spain and the US, found that excess deaths due to heat decreased between 1972 and 2009.
For example, the proportion of deaths due to extreme heat fell from 1.7% to 0.5% over the period in the US and 3.5% to 2.8% in Spain.
However, an increase in AC only explained 16.7% of the drop in the US and 14.3% in Spain.
The research concludes that “other factors have played an equal or more important role in increasing the resilience of populations”. This is supported by research that shows changes to cities, such as planting more trees, as well as behavioural shifts and public-health measures, can all protect people from dangerous heat.
Additionally, across Europe there is already a range of policies and measures in place to protect the most vulnerable from heatwaves. Many of these were brought in following the unprecedented summer of 2003, when 70,000 died from extreme heat.
These policies were highlighted by French environment minister Agnès Pannier-Runacher, in response to the far-right National Rally (RN) party’s AC proposals:
“The incompetent RN has just found out that nursing homes need air-conditioned rooms. Thank you, but it’s actually been mandatory since 2004.”
Another study found that measures that have already been rolled out in France would cut the projected death toll of a 2003-like heatwave by more than 75%. This is in part due to the expansion of AC in places such as nursing homes, but also other approaches, such as heat action plans.
For example, France has a multi-tiered action plan, which includes local governments ensuring access to cooled spaces and water, keeping a list of vulnerable individuals for targeted interventions, as well as national information campaigns.
According to the UN’s office for disaster risk reduction, this French plan has led to a “significant reduction in heat-related mortality”.
While action plans have proved successful in a number of nations, less than half of European countries have such a plan in place.
‘Net-zero rules’ are not blocking AC installation in the UK
In the UK, Conservative politicians and right-leaning media have tried to pit the adoption of AC against net-zero policy.
Writing in the climate-sceptic Daily Telegraph, columnist Matthew Lynn claimed falsely:
“Strict net-zero rules now mean that aircon is effectively banned in the UK.”
(Further down the article, he concedes: “AC is not strictly speaking banned in new-build homes in the UK. But tough environmental rules mean that it is very hard, and expensive, to install in practice.”)
The same narrative has been used in articles by GB News, the Sun and others. A separate article in the Daily Telegraph’s “money” section goes further, claiming that AC had been “torn from homes under net-zero clampdown”.
A blog post from the Ministry of Housing, Communities and Local Government rebuts these claims, stating:
“There has been media coverage this week suggesting that AC is banned in homes. This is incorrect.”
For the UK, while it is true that fewer than 5% of homes currently have AC, this is largely due to the fact that it was not hot enough in the past to warrant the expense. Historically, the focus has therefore been on keeping buildings warm, rather than cool.
Extreme heat has previously been rare in the country, so homes were built with insulation and other measures to keep heat in during the “dank winters”. (See: Much of Europe has not needed AC in the past.)
Current regulations do not ban the installation of AC outright. However – as the government’s blog post notes – there is no blanket rule, meaning there are some localised differences.
Certain areas – or certain kinds of properties – may be subject to additional complications for installing AC.
In a 2025 video on Instagram, shadow secretary of state for energy security and net-zero Claire Coutinho referenced the London plan, for example, which is a framework for development in the capital launched in 2021. She said:
“[London mayor] Sadiq Khan says no. The London plan says we shouldn’t have air con because it uses too much energy. But this is mad! This is a poverty mindset that we need to get away from.”
The London Plan does not stop homes from having AC. It simply says that, for new buildings, passive design measures should be prioritised, such as the orientation of the building, the window design and incorporation of measures such as external shading and trees.
A recent response from the mayor added further measures, such as the need to “minimise the necessity for the operation of mechanical measures including AC, which would further add to the heat island effect within urban areas and add operational cost to residents”.
Elsewhere, new-build homes across England must meet the requirements of “part O” of the 2022 building regulation updates. This includes addressing overheating in buildings through energy-efficient design and prioritising passive cooling, with AC as a last resort.
For existing buildings, most AC units fall under “permitted development rights”, meaning no planning application is required to install them.
Additionally, regulations were relaxed in 2025 to make it easier to install an air-to-air heat pump – which can both heat and cool air – without planning permission.
This means that, far from blocking the expansion of AC, net-zero policy has made it easier to install specific cooling systems.
Speaking to Carbon Brief, Andrew Sissons, director of sustainable future at Nesta, says the government must now implement its announced £2,500 subsidy for air-to-air heat pumps “as quickly as possible”, to further ensure that the technology can be rolled out efficiently. He adds:
“[The government] should also continue to expand permitted development rights for air-to-air heat pumps, with a particular focus on flats and homes in denser areas. As long as heat pumps meet the MCS [Microgeneration Certification Scheme] noise test, there are few reasons to limit their use via the planning system.”
Some properties, such as large homes, listed buildings or those in conservation areas, may still require planning permission to install an air-to-air heat pump or other AC. Sissons notes that this can add cost and delay to installation.
While it cannot be said that AC has been blocked or banned due to net-zero, neither has it been prioritised.
This may shift as temperatures continue to rise. UK government advisors at the Climate Change Committee (CCC) suggest that 22% of the UK’s housing stock will likely need active cooling, such as AC, to cope with 2C of global warming.
The CCC’s recent adaptation report also calls for all new homes to be built using low-cost, passive cooling measures, alongside more AC.
Active cooling such as AC is more likely to be needed for retrofitting existing homes, the report adds.
AC is not the only answer to overheating cities
AC has become increasingly politicised in Europe, as demonstrated by France’s RN party announcing its “grand plan for AC” in all public buildings.
As noted by Dutch MEP Gerben-Jan Gerbrandy, this “far-right” embrace of AC is coming from the same people who for years have “delayed emissions reductions”.
In response, left-leaning policymakers in Europe have frequently downplayed the role of AC, prioritising programmes of urban greening and retrofitting older buildings.
Such approaches for dealing with extreme heat have already proved successful. Therefore, many experts argue that these methods, alongside AC, will be essential to prepare for a hotter world.
According to the IPCC’s sixth assessment report, adaptive infrastructure, such as urban forests and green roofs, can reduce energy use because of cooling, with co-benefits for climate, air quality, physical and mental health.
While retrofitting older buildings for heat as well as insulating them from the cold might prove challenging, urban greening and an active shade policy – one that determines how much of every street is exposed to direct sunlight – are simple measures cities can adopt.
Some experts have also warned about the high cost of running AC, expressing concerns that excessive reliance on the technology could increase energy poverty.
In a Carbon Brief guest post published in 2025, researchers at the Basque Centre for Climate Change found that framing AC as the “default solution” can miss the opportunity to design “more inclusive, human-centred responses” to rising temperatures.
William Lewis, a PhD candidate and one of the guest post’s authors, tells Carbon Brief it is not a case of “one or the other”, when considering AC and other options:
“We have this opportunity in European countries to choose a slightly different path [from the US], which isn’t AC in every single home.”
King’s College London’s Pillai says that, by centring the debate on AC, the far-right response to the heatwaves in Europe has “completely neglected the science of how you cool human beings”.
There are many solutions, he adds, that are already widely used across hot developing countries, such as ceiling fans, windows that open and cross-ventilation, as well as strategies to reduce cumulative hours of heat exposure.
Pillai tells Carbon Brief that, while places reaching 42C and higher “definitely need to think about AC very seriously”, places in the “low to mid 30Cs” could rely on these alternatives.
Behavioural change, he adds, is the “least glamorous part” of heat policy, but “pulls most of the weight” of protecting people. These include a wide range of actions and responses – from reducing heat exposure, to wearing lighter clothing and drinking more water and fluids.
There are also workplace protections. Pillai tells Carbon Brief that these could include legislation on mandatory work breaks, cooling and shade requirements at workplaces, as well as health insurance that covers heat stress days that have been lost by heat-exposed workers.
The post Eight facts about air conditioning amid an overheated global debate appeared first on Carbon Brief.
Eight facts about air conditioning amid an overheated global debate
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