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China’s carbon dioxide (CO2) emissions fell by 3% in March 2024, ending a 14-month surge that began when the economy reopened after the nation’s “zero-Covid” controls were lifted in December 2022.

The new analysis for Carbon Brief, based on official figures and commercial data, reinforces the view that China’s emissions could have peaked in 2023.

The drivers of the CO2 drop in March 2024 were expanding solar and wind generation, which covered 90% of the growth in electricity demand, as well as declining construction activity.

Oil demand growth also ground to a halt, indicating that the post-Covid rebound may have run its course.

A 2023 peak in China’s CO2 emissions is possible if the buildout of clean energy sources is kept at the record levels seen last year.

However, there are divergent views across the industry and government on the outlook for clean energy growth. How this gap gets resolved is the key determinant of when China’s emissions will peak – if they have not done so already.

Other key findings from the analysis include:

  • Wind and solar growth pushed fossil fuels’ share of electricity generation in China down to 63.6% in March 2024, from 67.4% a year earlier, despite strong growth in demand.
  • The ongoing contraction of real-estate construction activity in China saw steel production fall by 8% and cement output by 22% in March 2024.
  • Electric vehicles (EVs) now make up around one-in-10 vehicles on China’s roads, knocking around 3.5 percentage points off the growth in petrol demand.
  • Some 45% of last year’s record solar additions were smaller-scale “distributed” systems, creating an illusory “missing data problem”.

Why did emissions fall in March?

Looking at the first quarter of 2024 as a whole, China’s CO2 emissions increased significantly, based on preliminary data on energy consumption from the National Bureau of Statistics.

January and February of this year still saw large increases from the low base of 2023, when the economy was still subdued by the recent ending of zero-Covid restrictions.

As a result, CO2 emissions during the quarter increased by 3.8% year-on-year, with coal consumption growing 3%, oil 4% and gas 11% compared with the same period in 2023.

The turnaround happened in March, when CO2 emissions fell by 2%, due to a 1% fall in coal use, flat oil demand and a 22% drop in cement production. The reduction in CO2 emissions came despite a 14% rise in gas consumption, as the fuel is a minor part of China’s mix.

As seen in the figure below, China’s CO2 emissions had started increasing in February 2023, after Covid-19 controls were lifted in December 2022.

The year-on-year comparison to January-February 2023 is, therefore, still affected by the low base caused by the last year of zero-Covid, making March the first month to give a clear indication of the emissions trends after the rebound.

China's C02 emissions fell 3% in March 2024, ending a 14-month surge
Year-on-year change in China’s monthly CO2 emissions from fossil fuels and cement, million tonnes of CO2. Emissions are estimated from National Bureau of Statistics data on production of different fuels and cement, China Customs data on imports and exports and WIND Information data on changes in inventories, applying emissions factors from China’s latest national greenhouse gas emissions inventory and annual emissions factors per tonne of cement production until 2023. Sector breakdown of coal consumption is estimated using coal consumption data from WIND Information and electricity data from the National Energy Administration. Chart by Carbon Brief.

The main driver of China’s emissions growth in recent years has been the power sector (see below).

Conversely, the main reason the emissions trend turned into a reduction in March was that power-sector emissions growth slowed down sharply. Emissions from the sector only increased by 1% year-on-year, due to strong growth in solar and wind power generation.

While power-sector emissions stabilised, the largest source of reductions in emissions in March was the continued decline in demand for steel and cement from the construction sector, as illustrated in the figure below.

Steel production fell by 8% and, as a result, there was also a fall in production of the main fuel used by steel mills – coking coal. Cement production fell dramatically, by 22% year-on-year.

These trends seem set to continue, as real-estate investment continued to contract – for the third year – as a result of a government clampdown on excess leverage and financial risk in the sector, and sizable supply resulting from booming construction in the past.

Construction-industry contraction and clean power growth saw China's CO2 emissions drop in March 2024
Change in CO2 emissions in March 2024 relative to March 2023, broken down by sector and fuel, millions of tonnes. Emissions are estimated from National Bureau of Statistics data on production of different fuels and cement, China Customs data on imports and exports and WIND Information data on changes in inventories, applying emissions factors from China’s latest national greenhouse gas emissions inventory and annual emissions factors per tonne of cement production until 2023. Sector breakdown of coal consumption is estimated using coal consumption data from WIND Information and electricity data from the National Energy Administration. Chart by Carbon Brief.

The contraction in construction volumes has not resulted in as large a drop in China’s demand for steel and other energy-intensive metals as might be expected.

The reason is rapid growth and investment in manufacturing, which uses metals for the construction of facilities and the production of industrial machinery.

It is unlikely that this manufacturing growth can continue, as global markets for different goods and commodities become saturated. The government’s economic policy now emphasises “new productive forces”, in the latest attempt to shift economic growth away from traditional heavy industry. The term refers to high-end manufacturing and R&D, which are, for the most part, less energy intensive than China’s traditional industrial sectors.

Looking at other sectors in March 2024, oil demand for transport was unchanged on a year earlier – following months of strong increases – suggesting that the post-Covid rebound could be petering out.

The production of jet fuel (+35%) and petrol (+7%) still increased, indicating growth in demand from passenger transport, but diesel production stagnated (+1%) and total crude oil refining volumes also only increased 1%.

The rise in the share of electric vehicles (EVs) is making a meaningful dent in oil demand, with the share of electric vehicles out of all vehicles on the road increasing to 10.5%, from 7.0% a year ago, as estimated on the basis of cumulative sales over the past 10 years. This indicates that EV adoption lowered petrol demand growth by 3.5 percentage points.

Gas demand rebounded sharply, increasing 14% year-on-year, after a drop caused by high gas prices. Growth in gas consumption came predominantly from industry and households.

Power-sector gas consumption increased 8%, as the utilisation of gas-fired power plants recovered, but this only contributed a small fraction of the overall growth.

The share of gas in China’s energy mix fell from 2021 to 2023, after more than two decades of continuous increases, and has only now started to resume growth.

One recent driver of emissions increases continued: coal consumption in the chemical industry increased 14%, extending the double-digit growth seen in 2022 and 2023.

While there is not yet enough data to estimate CO2 emissions in April, industrial data for the month indicates that the trends seen in March continued.

Thermal power output – mostly from coal – grew at a slow rate of 1.3%, with most demand growth being covered by solar. Steel, cement and coke output fell by 8%, 9% and 7%, respectively, reflecting continued decline in construction volumes. Oil refining volumes fell 3%.

Domestic coal mining output fell 3% while imports increased 11%, meaning total supply fell 5%.

Gas demand saw further strong growth, with imports increasing 15% and domestic production 3%. Among energy-intensive industries, the chemical and non-ferrous metal industries continued rapid output growth.

Solar and wind covering demand growth

The stabilising emissions in the power sector are notable because electricity demand growth continued at a high rate of 7.4% – and hydropower utilisation stayed below the long-term average, affected by a prolonged drought.

Electricity demand growth has been exceptionally fast during the past few years, driven predominantly by industrial power use. In March, industrial demand growth slowed down, but a rebound in the service sector sustained overall growth.

Half of demand growth came from industry, with non-ferrous metals, chemicals, machinery and electronics the largest growth areas. One third came from services, with wholesale and retail trading the largest growth driver, and one sixth from households.

Household power demand has also seen a surge in the past couple of years, driven by a wave of air conditioning unit purchases triggered by the historic heatwave in 2022, especially in lower-income households that lacked air conditioning before.

Despite rapid growth in electricity demand, the rate of growth for  large-scale power generation slowed to 3%, due to rising distributed solar power generation.

(Distributed solar refers to smaller-scale installations, often on the rooftops of homes and businesses, in contrast to the large, centralised solar farms.)

Overall, the record addition of solar and wind capacity in 2023 enabled these sources to deliver 22% of power generation and almost 90% of year-on-year growth in March, as shown in the figure below. The share of non-fossil power generation rose to 36.2%, from 32.6% last year.

Wind and solar met 90% of China's electricity demand growth in March 2024
Year-on-year change in China’s monthly electricity generation by source, terawatt hours, 2016-2024. Source: Wind and solar output calculated from capacity and utilisation reported by National Energy Administration; other sources from National Bureau of Statistics monthly releases; thermal power breakdown by fuel calculated from capacity and utilisation reported by WIND Information. Chart by Carbon Brief.

The growing contribution of distributed solar power to generation has been somewhat hidden by the way that China’s monthly electricity data is reported. The National Bureau of Statistics only reports monthly power generation from very large-scale solar and windfarms. It has also made systematic upward revisions of previous year’s data, suggesting it had not captured output from new firms entering the market in real time.

As 45% of last year’s record solar additions were distributed generation, the exclusion of small solar installations is affecting these numbers a lot more than it used to.

This has caused a lot of confusion in China and overseas, especially as the reported electricity consumption became much larger than generation – an apparent impossibility. Bloomberg even called this a “missing data problem”.

The widening gap between electricity consumption and large-scale power generation makes it clear, however, that distributed solar is increasingly contributing to meeting electricity demand.

Unlike the monthly figures, there is no “missing” data in China’s annual reporting, as the yearly statistics include all power plants regardless of size. In 2023, for example, the annual statistics reported twice as much solar and 10% more wind power generation than the monthly statistics.

Indeed, calculating generation from reported installed capacity and utilisation hours of the capacity on a monthly basis reproduces the annual numbers closely. This makes it clear that the expansion of small-scale solar is contributing substantially to meeting electricity demand, even if the statistics bureau’s monthly data does not cover the power generation.

Clean energy boom continues

The fall in emissions in March was enabled by last year’s massive solar and wind power additions, with almost 300 gigawatts (GW) of new capacity connected to the grid. This boom accelerated in the first three months of 2024, with a 40% increase compared with the year before.

Solar power installations stood at 46GW, up 36% on year, and wind power installations at 16GW, increasing 50% year-on-year. 

The first months of the year tend to be slower in terms of installations – and there are also gaps in reporting that mean that quite a bit of new capacity is only reported at the end of the year.

The strong year-on-year growth indicates that concerns about grid access for new projects have not affected the pace of capacity additions yet. Even if growth rates are tempered for the rest of the year, the numbers to date indicate that last year’s record pace could be maintained in 2024.

Solar panel production grew another 20% in January-March from last year’s already significant numbers, signalling strong demand from China and overseas.

EV production grew 29% while total vehicle production resumed its fall, so the share of EVs continued its rapid climb, reaching 31% in the first quarter compared with 26% the year before.

As the economics of solar and wind projects are strong, the main constraint on capacity additions will be grid access. Numerous provincial grid operators already began to limit additions of new wind and solar last year, as they were concerned that they would not be able to fully integrate the additional generation.

This highlights the shortcomings in China’s grid operation, because such challenges are arising when the share of wind and solar power in China’s power generation is still modest, at 15%, compared with 27% in the EU and 40% in Germany, Spain and Greece.

Action is being taken. The NDRC has begun to relax requirements for the grid access of solar and wind generators. This will increase the uncertainty for investors in wind and solar projects, but makes it easier for grid operators to integrate more capacity and will, therefore, support growth in capacity and generation.

The NDRC also issued a policy on developing electricity storage, pledging that, by 2027, the power system would be able to integrate new solar and wind capacity while keeping the share of their output that is wasted due to grid issues to a low level.

While solar and wind are beginning to cover most or all of power demand growth, investment in coal power is continuing. Additions of thermal power capacity slowed down slightly year-on-year in the first quarter, but provinces’ “key project lists” for 2024 include over 200GW of thermal power projects, which are mainly coal-fired.

Future ambition a major question mark

The fall in China’s emissions in March could mark the turnaround after blistering growth since 2020. As explained in analysis for Carbon Brief published last autumn, the current growth rate of clean energy has the potential to peak the country’s emissions.

Whether the clean energy growth will continue is, therefore, the key question for the future path of China’s emissions. However, views about the pace of future wind and solar developments diverge widely.

The China Photovoltaic Industry Association (CPIA) forecasts average annual capacity additions of 225GW from 2024 to 2030 in its “conservative” scenario, a slight increase from the 217GW installed in 2023. Its “optimistic” scenario would see this accelerate to 280GW per year. Under the CPIA’s projections, China’s total installed solar capacity reaches 2200-2600GW in 2030, up from 660GW today.

According to the wind power industry, China needs to install more than 50GW of new wind power capacity annually from 2021-2025 and more than 60GW annually from 2026 onwards, in order to reach the 2060 carbon neutrality target. This is a fairly modest trajectory, since capacity additions in 2023 were already 76GW.

On the other hand, the head of the National Energy Administration (NEA) Zhang Jianhua wrote in a recent article that clean-energy capacity additions should be kept above 100GW per year, less than half of the level achieved in 2023, implying that he views the recent acceleration as an anomaly and not something to be maintained.

Similarly, the NEA’s 2024 workplan targets 170GW of non-fossil power capacity added, as implied by the targets for total generating capacity and the share of non-fossil energy capacity. (Despite the 160GW target in the 2023 workplan, additions reached nearly 300GW.)

These alternative visions of wind and solar expansion are shown in the figure below. The dark blue line shows Zhang’s expectation that annual capacity additions would return to levels seen during 2020-2022, while the light blue and red lines show the renewable industry forecasts of growth broadly being maintained at 2023 levels – or steadily increasing.

China's renewable industry expects stronger wind and solar growth than the government
Past and potential future annual capacity additions for wind and solar, gigawatts, 2020-2030. The target of “above 100GW” proposed by the head of the NEA is illustrated as 120GW/year (dark blue line). Renewable industry forecasts are shown in light blue and red. Sources: CPIA, Global Wind Energy Council, National Energy Administration’s (NEA) 2024 workplan, article by the head of the NEA Zhang Jianhua. Chart by Carbon Brief.

The difference between the CPIA and NEA levels of ambition amounts to 1,400-1,800GW of solar and wind power capacity by 2030. If the resulting clean power generation were to replace coal in 2030, the difference in CO2 emissions would amount to 10-15% of China’s current emissions. By 2035, with a continuing trend in wind and solar growth, the CO2 saving would reach 20-25% of current emissions.

In his article, Zhang points to a number of challenges that could justify the lower level of clean-energy capacity additions that he is proposing, including the lack of a robust pricing mechanism for electricity storage, the need for better coordination of policies on the energy transition, as well as managing the land and marine area requirements for large new energy projects.

Still, dialling back the additions of solar and wind, as well as the associated battery storage, would be a cold shower to China’s economy, as these clean energy sectors have become a key source of economic growth.

Moreover, massive recent investments in manufacturing capacity in these sectors will only be utilised and pay off with continued growth in the demand for clean energy equipment.

The lower level of ambition of the government is also reflected in official targets for this year. The environmental ministry recently set a target to reduce carbon intensity – the level of emissions per unit of GDP – by 3.9% in 2024.

This target, if met, is an increase over the past three years when carbon intensity improved by only 1.5% per year on average. Yet, given that the target for GDP growth is “around 5%”, the carbon intensity target allows emissions to increase by more than 1%.

After rapid emission increases in 2021 to 2023, China is already severely off track for its 2025 and 2030 carbon intensity targets – and the annual targets for 2024 fail to close this gap.

Instead, it is exactly the required annual average that would have been needed every year to meet the 14th five-year plan target of 18%. As such, it avoids the existing shortfall from getting wider, but does nothing to make up for slow progress to date. The NDRC set a less ambitious target of reducing “fossil energy intensity” by 2.5% in 2024, which allows emissions to increase by more than 2%.

Zhang Jianhua also argued that clean energy should cover 70% of energy consumption growth in 2026-30, a target that is consistent with a slowdown in clean energy additions.

This would mean that 30% of energy consumption growth would still be covered by increasing the use of fossil fuels – and, therefore, CO2 emissions would also continue to increase.

Continued emissions growth would imply a major risk of missing China’s 2030 carbon intensity commitment – which is part of its international climate pledge under the Paris Agreement – as there is no space for energy-sector CO2 emissions to increase from 2023 to 2030 under the commitment, assuming average GDP growth of 5% or less.

China’s pledge, therefore, depends on clean energy growth continuing to significantly exceed the central government’s targets – or those targets being ratcheted up.

About the data

Data for the analysis was compiled from the National Bureau of Statistics of China, National Energy Administration of China, China Electricity Council and China Customs official data releases, and from WIND Information, an industry data provider.

Power sector coal consumption was estimated based on power generation from coal and the average heat rate of coal-fired power plants during each month, to avoid the issue with official coal consumption numbers affecting recent data. Power generation from coal was calculated from total thermal power generation and the reported capacity and utilisation hours of power plants firing coal, gas and biomass, to obtain the fuel mix of thermal power generation.

When data was available from multiple sources, different sources were cross-referenced and official sources used when possible, adjusting total consumption to match the consumption growth and changes in the energy mix reported by the National Bureau of Statistics.

The data for the first quarter of 2024 was scaled to match the reported year-on-year growth rates for the whole quarter in preliminary official data from the National Bureau of Statistics. The conclusion that emissions fell in March holds both with and without this adjustment.

CO2 emissions estimates are based on National Bureau of Statistics default calorific values of fuels and emissions factors from China’s latest national greenhouse gas emissions inventory, for the year 2018. Cement CO2 emissions factor is based on annual estimates up to 2023.

For oil consumption, apparent consumption is calculated from refinery throughput, with net exports of oil products subtracted.

The post Analysis: Monthly drop hints that China’s CO2 emissions may have peaked in 2023 appeared first on Carbon Brief.

Analysis: Monthly drop hints that China’s CO2 emissions may have peaked in 2023

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Heatwaves driving recent ‘surge’ in compound drought and heat extremes

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Drought and heatwaves occurring together – known as “compound” events – have “surged” across the world since the early 2000s, a new study shows. 

Compound drought and heat events (CDHEs) can have devastating effects, creating the ideal conditions for intense wildfires, such as Australia’s “Black Summer” of 2019-20 where bushfires burned 24m hectares and killed 33 people.

The research, published in Science Advances, finds that the increase in CDHEs is predominantly being driven by events that start with a heatwave.

The global area affected by such “heatwave-led” compound events has more than doubled between 1980-2001 and 2002-23, the study says.

The rapid increase in these events over the last 23 years cannot be explained solely by global warming, the authors note.

Since the late 1990s, feedbacks between the land and the atmosphere have become stronger, making heatwaves more likely to trigger drought conditions, they explain.

One of the study authors tells Carbon Brief that societies must pay greater attention to compound events, which can “cause severe impacts on ecosystems, agriculture and society”.

Compound events

CDHEs are extreme weather events where drought and heatwave conditions occur simultaneously – or shortly after each other – in the same region.

These events are often triggered by large-scale weather patterns, such as “blocking” highs, which can produce “prolonged” hot and dry conditions, according to the study.

Prof Sang-Wook Yeh is one of the study authors and a professor at the Ewha Womans University in South Korea. He tells Carbon Brief:

“When heatwaves and droughts occur together, the two hazards reinforce each other through land-atmosphere interactions. This amplifies surface heating and soil moisture deficits, making compound events more intense and damaging than single hazards.”

CDHEs can begin with either a heatwave or a drought.

The sequence of these extremes is important, the study says, as they have different drivers and impacts.

For example, in a CDHE where the heatwave was the precursor, increased direct sunshine causes more moisture loss from soils and plants, leading to a drought.

Conversely, in an event where the drought was the precursor, the lack of soil moisture means that less of the sun’s energy goes into evaporation and more goes into warming the Earth’s surface. This produces favourable conditions for heatwaves.

The study shows that the majority of CDHEs globally start out as a drought.

In recent years, there has been increasing focus on these events due to the devastating impact they have on agriculture, ecosystems and public health.

In Russia in the summer of 2010, a compound drought-heatwave event – and the associated wildfires – caused the death of nearly 55,000 people, the study notes.

Saint Basil's Cathedral, on Red Square, in Moscow, was affected by smog during the fires in Russia in the summer of 2010.
Saint Basil’s Cathedral, on Red Square, in Moscow, was affected by smog during the fires in Russia in the summer of 2010. Credit: ZUMA Press, Inc. / Alamy Stock Photo

The record-breaking Pacific north-west “heat dome” in 2021 triggered extreme drought conditions that caused “significant declines” in wheat yields, as well as in barley, canola and fruit production in British Columbia and Alberta, Canada, says the study.

Increasing events

To assess how CDHEs are changing, the researchers use daily reanalysis data to identify droughts and heatwaves events. (Reanalysis data combines past observations with climate models to create a historical climate record.) Then, using an algorithm, they analyse how these events overlap in both time and space.

The study covers the period from 1980 to 2023 and the world’s land surface, excluding polar regions where CDHEs are rare.

The research finds that the area of land affected by CDHEs has “increased substantially” since the early 2000s.

Heatwave-led events have been the main contributor to this increase, the study says, with their spatial extent rising 110% between 1980-2001 and 2002-23, compared to a 59% increase for drought-led events.

The map below shows the global distribution of CDHEs over 1980-2023. The charts show the percentage of the land surface affected by a heatwave-led CDHE (red) or a drought-led CDHE (yellow) in a given year (left) and relative increase in each CDHE type (right).

The study finds that CDHEs have occurred most frequently in northern South America, the southern US, eastern Europe, central Africa and south Asia.

Charts showing spatial and temporal occurrences over study period
Spatial and temporal occurrence of compound drought and heatwave events over the study period from 1980 to 2023. The map (top) shows CDHEs around the world, with darker colours indicating higher frequency of occurrence. The chart in the bottom left shows how much land surface was affected by a compound event in a given year, where red accounts for heatwave-led events, and yellow, drought-led events. The chart in the bottom right shows the relative increase of each CDHE type in 2002-23 compared with 1980-2001. Source: Kim et al. (2026)

Threshold passed

The authors explain that the increase in heatwave-led CDHEs is related to rising global temperatures, but that this does not tell the whole story.

In the earlier 22-year period of 1980-2001, the study finds that the spatial extent of heatwave-led CDHEs rises by 1.6% per 1C of global temperature rise. For the more-recent period of 2022-23, this increases “nearly eightfold” to 13.1%.

The change suggests that the rapid increase in the heatwave-led CDHEs occurred after the global average temperature “surpasse[d] a certain temperature threshold”, the paper says.

This threshold is an absolute global average temperature of 14.3C, the authors estimate (based on an 11-year average), which the world passed around the year 2000.

Investigating the recent surge in heatwave-leading CDHEs further, the researchers find a “regime shift” in land-atmosphere dynamics “toward a persistently intensified state after the late 1990s”.

In other words, the way that drier soils drive higher surface temperatures, and vice versa, is becoming stronger, resulting in more heatwave-led compound events.

Daily data

The research has some advantages over other previous studies, Yeh says. For instance, the new work uses daily estimations of CDHEs, compared to monthly data used in past research. This is “important for capturing the detailed occurrence” of these events, says Yeh.

He adds that another advantage of their study is that it distinguishes the sequence of droughts and heatwaves, which allows them to “better understand the differences” in the characteristics of CDHEs.

Dr Meryem Tanarhte is a climate scientist at the University Hassan II in Morocco, and Dr Ruth Cerezo Mota is a climatologist and a researcher at the National Autonomous University of Mexico. Both scientists, who were not involved in the study, agree that the daily estimations give a clearer picture of how CDHEs are changing.

Cerezo-Mota adds that another major contribution of the study is its global focus. She tells Carbon Brief that in some regions, such as Mexico and Africa, there is a lack of studies on CDHEs:

“Not because the events do not occur, but perhaps because [these regions] do not have all the data or the expertise to do so.”

However, she notes that the reanalysis data used by the study does have limitations with how it represents rainfall in some parts of the world.

Compound impacts

The study notes that if CDHEs continue to intensify – particularly events where heatwaves are the precursors – they could drive declining crop productivity, increased wildfire frequency and severe public health crises.

These impacts could be “much more rapid and severe as global warming continues”, Yeh tells Carbon Brief.

Tanarhte notes that these events can be forecasted up to 10 days ahead in many regions. Furthermore, she says, the strongest impacts can be prevented “through preparedness and adaptation”, including through “water management for agriculture, heatwave mitigation measures and wildfire mitigation”.

The study recommends reassessing current risk management strategies for these compound events. It also suggests incorporating the sequences of drought and heatwaves into compound event analysis frameworks “to enhance climate risk management”.

Cerezo-Mota says that it is clear that the world needs to be prepared for the increased occurrence of these events. She tells Carbon Brief:

“These [risk assessments and strategies] need to be carried out at the local level to understand the complexities of each region.”

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Heatwaves driving recent ‘surge’ in compound drought and heat extremes

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DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine

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Welcome to Carbon Brief’s DeBriefed. 
An essential guide to the week’s key developments relating to climate change.

This week

Energy crisis

ENERGY SPIKE: US-Israeli attacks on Iran and subsequent counterattacks across the Middle East have sent energy prices “soaring”, according to Reuters. The newswire reported that the region “accounts for just under a third of global oil production and almost a fifth of gas”. The Guardian noted that shipping traffic through the strait of Hormuz, which normally ferries 20% of the world’s oil, “all but ground to a halt”. The Financial Times reported that attacks by Iran on Middle East energy facilities – notably in Qatar – triggered the “biggest rise in gas prices since Russia’s full-scale invasion of Ukraine”.

‘RISK’ AND ‘BENEFITS’: Bloomberg reported on increases in diesel prices in Europe and the US, speculating that rising fuel costs could be “a risk for president Donald Trump”. US gas producers are “poised to benefit from the big disruption in global supply”, according to CNBC. Indian government sources told the Economic Times that Russia is prepared to “fulfil India’s energy demands”. China Daily quoted experts who said “China’s energy security remains fundamentally unshaken”, thanks to “emergency stockpiles and a wide array of import channels”.

‘ESSENTIAL’ RENEWABLES: Energy analysts said governments should cut their fossil-fuel reliance by investing in renewables, “rather than just seeking non-Gulf oil and gas suppliers”, reported Climate Home News. This message was echoed by UK business secretary Peter Kyle, who said “doubling down on renewables” was “essential” amid “regional instability”, according to the Daily Telegraph.

China’s climate plan

PEAK COAL?: China has set out its next “five-year plan” at the annual “two sessions” meeting of the National People’s Congress, including its climate strategy out to 2030, according to the Hong Kong-based South China Morning Post. The plan called for China to cut its carbon emissions per unit of gross domestic product (GDP) by 17% from 2026 to 2030, which “may allow for continued increase in emissions given the rate of GDP growth”, reported Reuters. The newswire added that the plan also had targets to reach peak coal ​in the next five years and replace 30m tonnes per year of coal with renewables.

ACTIVE YET PRUDENT: Bloomberg described the new plan as “cautious”, stating that it “frustrat[es] hopes for tighter policy that would drive the nation to peak carbon emissions well before president Xi Jinping’s 2030 deadline”. Carbon Brief has just published an in-depth analysis of the plan. China Daily reported that the strategy “highlights measures to promote the climate targets of peaking carbon dioxide emissions before 2030”, which China said it would work towards “actively yet prudently”. 

Around the world

  • EU RULES: The European Commission has proposed new “made in Europe” rules to support domestic low-carbon industries, “against fierce competition from China”, reported Agence France-Presse. Carbon Brief examined what it means for climate efforts.
  • RECORD HEAT: The US National Oceanic and Atmospheric Administration has said there is a 50-60% chance that the El Niño weather pattern could return this year, amplifying the effect of global warming and potentially driving temperatures to “record highs”, according to Euronews.
  • FLAGSHIP FUND: The African Development Bank’s “flagship clean energy fund” plans to more than double its financing to $2.5bn for African renewables over the next two years, reported the Associated Press.
  • NO WITHDRAWAL: Vanuatu has defied US efforts to force the Pacific-island nation to drop a UN draft resolution calling on the world to implement a landmark International Court of Justice (ICJ) ruling on climate, according to the Guardian.

98

The number of nations that submitted their national reports on tackling nature loss to the UN on time – just half of the 196 countries that are part of the UN biodiversity treaty – according to analysis by Carbon Brief.


Latest climate research

  • Sea levels are already “much higher than assumed” in most assessments of the threat posed by sea-level rise, due to “inadequate” modelling assumptions | Nature
  • Accelerating human-caused global warming could see the Paris Agreement’s 1.5C limit crossed before 2030 | Geophysical Research Letters covered by Carbon Brief
  • Future “super El Niño events” could “significantly lower” solar power generation due to a reduction in solar irradiance in key regions, such as California and east China | Communications Earth & Environment

(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)

Captured

UK greenhouse gas emissions in 2025

UK greenhouse gas emissions in 2025 fell to 54% below 1990 levels, the baseline year for its legally binding climate goals, according to new Carbon Brief analysis. Over the same period, data from the World Bank shows that the UK’s economy has expanded by 95%, meaning that emissions have been decoupling from growth.

Spotlight

Bristol’s ‘pioneering’ community wind turbine

Following the recent launch of the UK government’s local power plan, Carbon Brief visits one of the country’s community-energy success stories.

The Lawrence Weston housing estate is set apart from the main city of Bristol, wedged between the tree-lined grounds of a stately home and a sprawl of warehouses and waste incinerators. It is one of the most deprived areas in the city.

Yet, just across the M5 motorway stands a structure that has brought the spoils of the energy transition directly to this historically forgotten estate – a 4.2 megawatt (MW) wind turbine.

The turbine is owned by local charity Ambition Lawrence Weston and all the profits from its electricity sales – around £100,000 a year – go to the community. In the UK’s local power plan, it was singled out by energy secretary Ed Miliband as a “pioneering” project.

‘Sustainable income’

On a recent visit to the estate by Carbon Brief, Ambition Lawrence Weston’s development manager, Mark Pepper, rattled off the story behind the wind turbine.

In 2012, Pepper and his team were approached by the Bristol Energy Cooperative with a chance to get a slice of the income from a new solar farm. They jumped at the opportunity.

Austerity measures were kicking in at the time,” Pepper told Carbon Brief. “We needed to generate an income. Our own, sustainable income.”

With the solar farm proving to be a success, the team started to explore other opportunities. This began a decade-long process that saw them navigate the Conservative government’s “ban” on onshore wind, raise £5.5m in funding and, ultimately, erect the turbine in 2023.

Today, the turbine generates electricity equivalent to Lawrence Weston’s 3,000 households and will save 87,600 tonnes of carbon dioxide (CO2) over its lifetime.

Ambition Lawrence Weston’s Mark Pepper and the wind turbine.
Ambition Lawrence Weston’s Mark Pepper and the wind turbine. Artwork: Josh Gabbatiss

‘Climate by stealth’

Ambition Lawrence Weston’s hub is at the heart of the estate and the list of activities on offer is seemingly endless: birthday parties, kickboxing, a library, woodworking, help with employment and even a pop-up veterinary clinic. All supported, Pepper said, with the help of a steady income from community-owned energy.

The centre itself is kitted out with solar panels, heat pumps and electric-vehicle charging points, making it a living advertisement for the net-zero transition. Pepper noted that the organisation has also helped people with energy costs amid surging global gas prices.

Gesturing to the England flags dangling limply on lamp posts visible from the kitchen window, he said:

“There’s a bit of resentment around immigration and scarcity of materials and provision, so we’re trying to do our bit around community cohesion.”

This includes supper clubs and an interfaith grand iftar during the Muslim holy month of Ramadan.

Anti-immigration sentiment in the UK has often gone hand-in-hand with opposition to climate action. Right-wing politicians and media outlets promote the idea that net-zero policies will cost people a lot of money – and these ideas have cut through with the public.

Pepper told Carbon Brief he is sympathetic to people’s worries about costs and stressed that community energy is the perfect way to win people over:

“I think the only way you can change that is if, instead of being passive consumers…communities are like us and they’re generating an income to offset that.”

From the outset, Pepper stressed that “we weren’t that concerned about climate because we had other, bigger pressures”, adding:

“But, in time, we’ve delivered climate by stealth.”

Watch, read, listen

OIL WATCH: The Guardian has published a “visual guide” with charts and videos showing how the “escalating Iran conflict is driving up oil and gas prices”.

MURDER IN HONDURAS: Ten years on from the murder of Indigenous environmental justice advocate Berta Cáceres, Drilled asked why Honduras is still so dangerous for environmental activists.

TALKING WEATHER: A new film, narrated by actor Michael Sheen and titled You Told Us To Talk About the Weather, aimed to promote conversation about climate change with a blend of “poetry, folk horror and climate storytelling”.

Coming up

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DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.

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The post DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine appeared first on Carbon Brief.

DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine

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Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?

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China’s leadership has published a draft of its 15th five-year plan setting the strategic direction for the nation out to 2030, including support for clean energy and energy security.

The plan sets a target to cut China’s “carbon intensity” by 17% over the five years from 2026-30, but also changes the basis for calculating this key climate metric.

The plan continues to signal support for China’s clean-energy buildout and, in general, contains no major departures from the country’s current approach to the energy transition.

The government reaffirms support for several clean-energy industries, ranging from solar and electric vehicles (EVs) through to hydrogen and “new-energy” storage.

The plan also emphasises China’s willingness to steer climate governance and be seen as a provider of “global public goods”, in the form of affordable clean-energy technologies.

However, while the document says it will “promote the peaking” of coal and oil use, it does not set out a timeline and continues to call for the “clean and efficient” use of coal.

This shows that tensions remain between China’s climate goals and its focus on energy security, leading some analysts to raise concerns about its carbon-cutting ambition.

Below, Carbon Brief outlines the key climate change and energy aspects of the plan, including targets for carbon intensity, non-fossil energy and forestry.

Note: this article is based on a draft published on 5 March and will be updated if any significant changes are made in the final version of the plan, due to be released at the close next week of the “two sessions” meeting taking place in Beijing.

What is China’s 15th five-year plan?

Five-year plans are one of the most important documents in China’s political system.

Addressing everything from economic strategy to climate policy, they outline the planned direction for China’s socio-economic development in a five-year period. The 15th five-year plan covers 2026-30.

These plans include several “main goals”. These are largely quantitative indicators that are seen as particularly important to achieve and which provide a foundation for subsequent policies during the five-year period.

The table below outlines some of the key “main goals” from the draft 15th five-year plan.

Category Indicator Indicator in 2025 Target by 2030 Cumulative target over 2026-2030 Characteristic
Economic development Gross domestic product (GDP) growth (%) 5 Maintained within a reasonable range and proposed annually as appropriate. Anticipatory
‘Green and low-carbon Reduction in CO2 emissions per unit of GDP (%) 17.7 17 Binding
Share of non-fossil energy in total energy consumption (%) 21.7 25 Binding
Security guarantee Comprehensive energy production
capacity (100m tonnes of
standard coal equivalent)
51.3 58 Binding

Select list of targets highlighted in the “main goals” section of the draft 15th five-year plan. Source: Draft 15th five-year plan.

Since the 12th five-year plan, covering 2011-2015, these “main goals” have included energy intensity and carbon intensity as two of five key indicators for “green ecology”.

The previous five-year plan, which ran from 2021-2025, introduced the idea of an absolute “cap” on carbon dioxide (CO2) emissions, although it did not provide an explicit figure in the document. This has been subsequently addressed by a policy on the “dual-control of carbon” issued in 2024.

The latest plan removes the energy-intensity goal and elevates the carbon-intensity goal, but does not set an absolute cap on emissions (see below).

It covers the years until 2030, before which China has pledged to peak its carbon emissions. (Analysis for Carbon Brief found that emissions have been “flat or falling” since March 2024.)

The plans are released at the two sessions, an annual gathering of the National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPPCC). This year, it runs from 4-12 March.

The plans are often relatively high-level, with subsequent topic-specific five-year plans providing more concrete policy guidance.

Policymakers at the National Energy Agency (NEA) have indicated that in the coming years they will release five sector-specific plans for 2026-2030, covering topics such as the “new energy system”, electricity and renewable energy.

There may also be specific five-year plans covering carbon emissions and environmental protection, as well as the coal and nuclear sectors, according to analysts.

Other documents published during the two sessions include an annual government work report, which outlines key targets and policies for the year ahead.

The gathering is attended by thousands of deputies – delegates from across central and local governments, as well as Chinese Communist party members, members of other political parties, academics, industry leaders and other prominent figures.

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What does the plan say about China’s climate action?

Achieving China’s climate targets will remain a key driver of the country’s policies in the next five years, according to the draft 15th five-year plan.

It lists the “acceleration” of China’s energy transition as a “major achievement” in the 14th five-year plan period (2021-2025), noting especially how clean-power capacity had overtaken fossil fuels.

The draft says China will “actively and steadily advance and achieve carbon peaking”, with policymakers continuing to strike a balance between building a “green economy” and ensuring stability.

Climate and environment continues to receive its own chapter in the plan. However, the framing and content of this chapter has shifted subtly compared with previous editions, as shown in the table below. For example, unlike previous plans, the first section of this chapter focuses on China’s goal to peak emissions.

11th five-year plan (2006-2010) 12th five-year plan (2011-2015) 13th five-year plan (2016-2020) 14th five-year plan (2021-2025) 15th five-year plan (2026-2030)
Chapter title Part 6: Build a resource-efficient and environmentally-friendly society Part 6: Green development, building a resource-efficient and environmentally friendly society Part 10: Ecosystems and the environment Part 11: Promote green development and facilitate the harmonious coexistence of people and nature Part 13: Accelerating the comprehensive green transformation of economic and social development to build a beautiful China
Sections Developing a circular economy Actively respond to global climate change Accelerate the development of functional zones Improve the quality and stability of ecosystems Actively and steadily advancing and achieving carbon peaking
Protecting and restoring natural ecosystems Strengthen resource conservation and management Promote economical and intensive resource use Continue to improve environmental quality Continuously improving environmental quality
Strengthening environmental protection Vigorously develop the circular economy Step up comprehensive environmental governance Accelerate the green transformation of the development model Enhancing the diversity, stability, and sustainability of ecosystems
Enhancing resource management Strengthen environmental protection efforts Intensify ecological conservation and restoration Accelerating the formation of green production and lifestyles
Rational utilisation of marine and climate resources Promoting ecological conservation and restoration Respond to global climate change
Strengthen the development of water conservancy and disaster prevention and mitigation systems Improve mechanisms for ensuring ecological security
Develop green and environmentally-friendly industries

Title and main sections of the climate and environment-focused chapters in the last five five-year plans. Source: China’s 11th, 12th, 13th, 14th and 15th five-year plans.

The climate and environment chapter in the latest plan calls for China to “balance [economic] development and emission reduction” and “ensure the timely achievement of carbon peak targets”.

Under the plan, China will “continue to pursue” its established direction and objectives on climate, Prof Li Zheng, dean of the Tsinghua University Institute of Climate Change and Sustainable Development (ICCSD), tells Carbon Brief.

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What is China’s new CO2 intensity target?

In the lead-up to the release of the plan, analysts were keenly watching for signals around China’s adoption of a system for the “dual-control of carbon”.

This would combine the existing targets for carbon intensity – the CO2 emissions per unit of GDP – with a new cap on China’s total carbon emissions. This would mark a dramatic step for the country, which has never before set itself a binding cap on total emissions.

Policymakers had said last year that this framework would come into effect during the 15th five-year plan period, replacing the previous system for the “dual-control of energy”.

However, the draft 15th five-year plan does not offer further details on when or how both parts of the dual-control of carbon system will be implemented. Instead, it continues to focus on carbon intensity targets alone.

Looking back at the previous five-year plan period, the latest document says China had achieved a carbon-intensity reduction of 17.7%, just shy of its 18% goal.

This is in contrast with calculations by Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air (CREA), which had suggested that China had only cut its carbon intensity by 12% over the past five years.

At the time it was set in 2021, the 18% target had been seen as achievable, with analysts telling Carbon Brief that they expected China to realise reductions of 20% or more.

However, the government had fallen behind on meeting the target.

Last year, ecology and environment minister Huang Runqiu attributed this to the Covid-19 pandemic, extreme weather and trade tensions. He said that China, nevertheless, remained “broadly” on track to meet its 2030 international climate pledge of reducing carbon intensity by more than 65% from 2005 levels.

Myllyvirta tells Carbon Brief that the newly reported figure showing a carbon-intensity reduction of 17.7% is likely due to an “opportunistic” methodological revision. The new methodology now includes industrial process emissions – such as cement and chemicals – as well as the energy sector.

(This is not the first time China has redefined a target, with regulators changing the methodology for energy intensity in 2023.)

For the next five years, the plan sets a target to reduce carbon intensity by 17%, slightly below the previous goal.

However, the change in methodology means that this leaves space for China’s overall emissions to rise by “3-6% over the next five years”, says Myllyvirta. In contrast, he adds that the original methodology would have required a 2% fall in absolute carbon emissions by 2030.

The dashed lines in the chart below show China’s targets for reducing carbon intensity during the 12th, 13th, 14th and 15th five-year periods, while the bars show what was achieved under the old (dark blue) and new (light blue) methodology.

China reports meeting its latest carbon-intensity target after a change in methodology.
Dashed lines: China’s carbon-intensity targets during the 12th, 13th, 14th and 15th five-year plan periods. Bars: China’s achieved carbon-intensity reductions according to either the old methodology (dark blue) and the new one (light blue). The achieved reductions during the 12th and 13th five-year plans are from contemporaneous government statistics and may be revised in future. The reduction figures for the 14th five-year plan period are sourced from government statistics for the new methodology and analysis by CREA under the old methodology. Sources: Five-year plans and Carbon Brief.

The carbon-intensity target is the “clearest signal of Beijing’s climate ambition”, says Li Shuo, director at the Asia Society Policy Institute’s (ASPI) China climate hub.

It also links directly to China’s international pledge – made in 2021 – to cut its carbon intensity to more than 65% below 2005 levels by 2030.

To meet this pledge under the original carbon-intensity methodology, China would have needed to set a target of a 23% reduction within the 15th five-year plan period. However, the country’s more recent 2035 international climate pledge, released last year, did not include a carbon-intensity target.

As such, ASPI’s Li interprets the carbon-intensity target in the draft 15th five-year plan as a “quiet recalibration” that signals “how difficult the original 2030 goal has become”.

Furthermore, the 15th five-year plan does not set an absolute emissions cap.

This leaves “significant ambiguity” over China’s climate plans, says campaign group 350 in a press statement reacting to the draft plan. It explains:

“The plan was widely expected to mark a clearer transition from carbon-intensity targets toward absolute emissions reductions…[but instead] leaves significant ambiguity about how China will translate record renewable deployment into sustained emissions cuts.”

Myllyvirta tells Carbon Brief that this represents a “continuation” of the government’s focus on scaling up clean-energy supply while avoiding setting “strong measurable emission targets”.

He says that he would still expect to see absolute caps being set for power and industrial sectors covered by China’s emissions trading scheme (ETS). In addition, he thinks that an overall absolute emissions cap may still be published later in the five-year period.

Despite the fact that it has yet to be fully implemented, the switch from dual-control of energy to dual-control of carbon represents a “major policy evolution”, Ma Jun, director of the Institute of Public and Environmental Affairs (IPE), tells Carbon Brief. He says that it will allow China to “provide more flexibility for renewable energy expansion while tightening the net on fossil-fuel reliance”.

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Does the plan encourage further clean-energy additions?

“How quickly carbon intensity is reduced largely depends on how much renewable energy can be supplied,” says Yao Zhe, global policy advisor at Greenpeace East Asia, in a statement.

The five-year plan continues to call for China’s development of a “new energy system that is clean, low-carbon, safe and efficient” by 2030, with continued additions of “wind, solar, hydro and nuclear power”.

In line with China’s international pledge, it sets a target for raising the share of non-fossil energy in total energy consumption to 25% by 2030, up from just under 21.7% in 2025.

The development of “green factories” and “zero-carbon [industrial] parks” has been central to many local governments’ strategies for meeting the non-fossil energy target, according to industry news outlet BJX News. A call to build more of these zero-carbon industrial parks is listed in the five-year plan.

Prof Pan Jiahua, dean of Beijing University of Technology’s Institute of Ecological Civilization, tells Carbon Brief that expanding demand for clean energy through mechanisms such as “green factories” represents an increasingly “bottom-up” and “market-oriented” approach to the energy transition, which will leave “no place for fossil fuels”.

He adds that he is “very much sure that China’s zero-carbon process is being accelerated and fossil fuels are being driven out of the market”, pointing to the rapid adoption of EVs.

The plan says that China will aim to double “non-fossil energy” in 10 years – although it does not clarify whether this means their installed capacity or electricity generation, or what the exact starting year would be.

Research has shown that doubling wind and solar capacity in China between 2025-2035 would be “consistent” with aims to limit global warming to 2C.

While the language “certainly” pushes for greater additions of renewable energy, Yao tells Carbon Brief, it is too “opaque” to be a “direct indication” of the government’s plans for renewable additions.

She adds that “grid stability and healthy, orderly competition” is a higher priority for policymakers than guaranteeing a certain level of capacity additions.

China continues to place emphasis on the need for large-scale clean-energy “bases” and cross-regional power transmission.

The plan says China must develop “clean-energy bases…in the three northern regions” and “integrated hydro-wind-solar complexes” in south-west China.

It specifically encourages construction of “large-scale wind and solar” power bases in desert regions “primarily” for cross-regional power transmission, as well as “major hydropower” projects, including the Yarlung Tsangpo dam in Tibet.

As such, the country should construct “power-transmission corridors” with the capacity to send 420 gigawatts (GW) of electricity from clean-energy bases in western provinces to energy-hungry eastern provinces by 2030, the plan says.

State Grid, China’s largest grid operator, plans to install “another 15 ultra-high voltage [UHV] transmission ​lines” by 2030, reports Reuters, up from the 45 UHV lines built by last year.

Below are two maps illustrating the interlinkages between clean-energy bases in China in the 15th (top) and 14th (bottom) five-year plan periods.

The yellow dotted areas represent clean energy bases, while the arrows represent cross-regional power transmission. The blue wind-turbine icons represent offshore windfarms and the red cooling tower icons represent coastal nuclear plants.

Maps showing layout of key energy projects in China during 2026-2030 (top) and 2021-2025 (bottom). Source: Chinese government’s 15th five-year plan and 14th five-year plan.
Maps showing layout of key energy projects in China during 2026-2030 (top) and 2021-2025 (bottom). Source: Chinese government’s 15th five-year plan and 14th five-year plan.
Maps showing layout of key energy projects in China during 2026-2030 (top) and 2021-2025 (bottom). Source: Chinese government’s 15th five-year plan and 14th five-year plan.

The 15th five-year plan map shows a consistent approach to the 2021-2025 period. As well as power being transmitted from west to east, China plans for more power to be sent to southern provinces from clean-energy bases in the north-west, while clean-energy bases in the north-east supply China’s eastern coast.

It also maps out “mutual assistance” schemes for power grids in neighbouring provinces.

Offshore wind power should reach 100GW by 2030, while nuclear power should rise to 110GW, according to the plan.

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What does the plan signal about coal?

The increased emphasis on grid infrastructure in the draft 15th five-year plan reflects growing concerns from energy planning officials around ensuring China’s energy supply.

Ren Yuzhi, director of the NEA’s development and planning department, wrote ahead of the plan’s release that the “continuous expansion” of China’s energy system has “dramatically increased its complexity”.

He said the NEA felt there was an “urgent need” to enhance the “secure and reliable” replacement of fossil-fuel power with new energy sources, as well as to ensure the system’s “ability to absorb them”.

Meanwhile, broader concerns around energy security have heightened calls for coal capacity to remain in the system as a “ballast stone”.

The plan continues to support the “clean and efficient utilisation of fossil fuels” and does not mention either a cap or peaking timeline for coal consumption.

Xi had previously told fellow world leaders that China would “strictly control” coal-fired power and phase down coal consumption in the 15th five-year plan period.

The “geopolitical situation is increasing energy security concerns” at all levels of government, said the Institute for Global Decarbonization Progress in a note responding to the draft plan, adding that this was creating “uncertainty over coal reduction”.

Ahead of its publication, there were questions around whether the plan would set a peaking deadline for oil and coal. An article posted by state news agency Xinhua last month, examining recommendations for the plan from top policymakers, stated that coal consumption would plateau from “around 2027”, while oil would peak “around 2026”.

However, the plan does not lay out exact years by which the two fossil fuels should peak, only saying that China will “promote the peaking of coal and oil consumption”.

There are similarly no mentions of phasing out coal in general, in line with existing policy.

Nevertheless, there is a heavy emphasis on retrofitting coal-fired power plants. The plan calls for the establishment of “demonstration projects” for coal-plant retrofitting, such as through co-firing with biomass or “green ammonia”.

Such retrofitting could incentivise lower utilisation of coal plants – and thus lower emissions – if they are used to flexibly meet peaks in demand and to cover gaps in clean-energy output, instead of providing a steady and significant share of generation.

The plan also calls for officials to “fully implement low-carbon retrofitting projects for coal-chemical industries”, which have been a notable source of emissions growth in the past year.

However, the coal-chemicals sector will likely remain a key source of demand for China’s coal mining industry, with coal-to-oil and coal-to-gas bases listed as a “key area” for enhancing the country’s “security capabilities”.

Meanwhile, coal-fired boilers and industrial kilns in the paper industry, food processing and textiles should be replaced with “clean” alternatives to the equivalent of 30m tonnes of coal consumption per year, it says.

“China continues to scale up clean energy at an extraordinary pace, but the plan still avoids committing to strong measurable constraints on emissions or fossil fuel use”, says Joseph Dellatte, head of energy and climate studies at the Institut Montaigne. He adds:

“The logic remains supply-driven: deploy massive amounts of clean energy and assume emissions will eventually decline.”

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How will China approach global climate governance in the next five years?

Meanwhile, clean-energy technologies continue to play a role in upgrading China’s economy, with several “new energy” sectors listed as key to its industrial policy.

Named sectors include smart EVs, “new solar cells”, new-energy storage, hydrogen and nuclear fusion energy.

“China’s clean-technology development – rather than traditional administrative climate controls – is increasingly becoming the primary driver of emissions reduction,” says ASPI’s Li. He adds that strengthening China’s clean-energy sectors means “more closely aligning Beijing’s economic ambitions with its climate objectives”.

Analysis for Carbon Brief shows that clean energy drove more than a third of China’s GDP growth in 2025, representing around 11% of China’s whole economy.

The continued support for these sectors in the draft five-year plan comes as the EU outlined its own measures intended to limit China’s hold on clean-energy industries, driven by accusations of “unfair competition” from Chinese firms.

China is unlikely to crack down on clean-tech production capacity, Dr Rebecca Nadin, director of the Centre for Geopolitics of Change at ODI Global, tells Carbon Brief. She says:

“Beijing is treating overcapacity in solar and smart EVs as a strategic choice, not a policy error…and is prepared to pour investment into these sectors to cement global market share, jobs and technological leverage.”

Dellatte echoes these comments, noting that it is “striking” that the plan “barely addresses the issue of industrial overcapacity in clean technologies”, with the focus firmly on “scaling production and deployment”.

At the same time, China is actively positioning itself to be a prominent voice in climate diplomacy and a champion of proactive climate action.

This is clear from the first line in a section on providing “global public goods”. It says:

“As a responsible major country, China will play a more active role in addressing global challenges such as climate change.”

The plan notes that China will “actively participate in and steer [引领] global climate governance”, in line with the principle of “common,but differentiated responsibilities”.

This echoes similar language from last year’s government work report, Yao tells Carbon Brief, demonstrating a “clear willingness” to guide global negotiations. But she notes that this “remains an aspiration that’s yet to be made concrete”. She adds:

“China has always favored collective leadership, so its vision of leadership is never a lone one.”

The country will “deepen south-south cooperation on climate change”, the plan says. In an earlier section on “opening up”, it also notes that China will explore “new avenues for collaboration in green development” with global partners as part of its “Belt and Road Initiative”.

China is “doubling down” on a narrative that it is a “responsible major power” and “champion of south-south climate cooperation”, Nadin says, such as by “presenting its clean‑tech exports and finance as global public goods”. She says:

“China will arrive at future COPs casting itself as the indispensable climate leader for the global south…even though its new five‑year plan still puts growth, energy security and coal ahead of faster emissions cuts at home.”

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What else does the plan cover?

The impact of extreme weather – particularly floods – remains a key concern in the plan.

China must “refine” its climate adaptation framework and “enhance its resilience to climate change, particularly extreme-weather events”, it says.

China also aims to “strengthen construction of a national water network” over the next five years in order to help prevent floods and droughts.

An article published a few days before the plan in the state-run newspaper China Daily noted that, “as global warming intensifies, extreme weather events – including torrential rains, severe convective storms, and typhoons – have become more frequent, widespread and severe”.

The plan also touches on critical minerals used for low-carbon technologies. These will likely remain a geopolitical flashpoint, with China saying it will focus during the next five years on “intensifying” exploration and “establishing” a reserve for critical minerals. This reserve will focus on “scarce” energy minerals and critical minerals, as well as other “advantageous mineral resources”.

Dellatte says that this could mean the “competition in the energy transition will increasingly be about control over mineral supply chains”.

Other low-carbon policies listed in the five-year plan include expanding coverage of China’s mandatory carbon market and further developing its voluntary carbon market.

China will “strengthen monitoring and control” of non-CO2 greenhouse gases, the plan says, as well as implementing projects “targeting methane, nitrous oxide and hydrofluorocarbons” in sectors such as coal mining, agriculture and chemicals.

This will create “capacity” for reducing emissions by 30m tonnes of CO2 equivalent, it adds.

Meanwhile, China will develop rules for carbon footprint accounting and push for internationally recognised accounting standards.

It will enhance reform of power markets over the next five years and improve the trading mechanism for green electricity certificates.

It will also “promote” adoption of low-carbon lifestyles and decarbonisation of transport, as well as working to advance electrification of freight and shipping.

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Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?

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