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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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What Is the Economic Impact of Data Centers? It’s a Secret.

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N.C. Gov. Josh Stein wants state lawmakers to rethink tax breaks for data centers. The industry’s opacity makes it difficult to evaluate costs and benefits.

Tax breaks for data centers in North Carolina keep as much as $57 million each year into from state and local government coffers, state figures show, an amount that could balloon to billions of dollars if all the proposed projects are built.

What Is the Economic Impact of Data Centers? It’s a Secret.

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GEF raises $3.9bn ahead of funding deadline, $1bn below previous budget

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The Global Environment Facility (GEF), a multilateral fund that provides climate and nature finance to developing countries, has raised $3.9 billion from donor governments in its last pledging session ahead of a key fundraising deadline at the end of May.

The amount, which is meant to cover the fund’s activities for the next four years (July 2026-June 2030), falls significantly short of the previous four-year cycle for which the GEF managed to raise $5.3bn from governments. Since then, military and other political priorities have squeezed rich nations’ budgets for climate and development aid.

The facility said in a statement that it expects more pledges ahead of the final replenishment package, which is set for approval at the next GEF Council meeting from May 31 to June 3.

Claude Gascon, interim CEO of the GEF, said that “donor countries have risen to the challenge and made bold commitments towards a more positive future for the planet”. He added that the pledges send a message that “the world is not giving up on nature even in a time of competing priorities”.

    Donors under pressure

    But Brian O’Donnell, director of the environmental non-profit Campaign for Nature, said the announcement shows “an alarming trend” of donor governments cutting public finance for climate and nature.

    “Wealthy nations pledged to increase international nature finance, and yet we are seeing cuts and lower contributions. Investing in nature prevents extinctions and supports livelihoods, security, health, food, clean water and climate,” he said. “Failing to safeguard nature now will result in much larger costs later.”

    At COP29 in Baku, developed countries pledged to mobilise $300bn a year in public climate finance by 2035, while at UN biodiversity talks they have also pledged to raise $30bn per year by 2030. Yet several wealthy governments have announced cuts to green finance to increase defense spending, among them most recently the UK.

    As for the US, despite Trump’s cuts to international climate finance, Congress approved a $150 million increase in its contribution to the GEF after what was described as the organisation’s “refocus on non-climate priorities like biodiversity, plastics and ocean ecosystems, per US Treasury guidance”.

    The facility will only reveal how much each country has pledged when its assembly of 186 member countries meets in early June. The last period’s largest donors were Germany ($575 million), Japan ($451 million), and the US ($425 million).

    The GEF has also gone through a change in leadership halfway through its fundraising cycle. Last December, the GEF Council asked former CEO Carlos Manuel Rodriguez to step down effective immediately and appointed Gascon as interim CEO.

    Santa Marta conference: fossil fuel transition in an unstable world

    New guidelines

    As part of the upcoming funding cycle, the GEF has approved a set of guidelines for spending the $3.9bn raised so far, which include allocating 35% of resources for least developed countries and small island states, as well as 20% of the money going to Indigenous people and communities.

    Its programs will help countries shift five key systems – nature, food, urban, energy and health – from models that drive degradation to alternatives that protect the planet and support human well-being by integrating the value of nature into production and consumption systems.

    The new priorities also include a target to allocate 25% of the GEF’s budget for mobilising private funds through blended finance. This aligns with efforts by wealthy countries to increase contributions from the private sector to international climate finance.

    Niels Annen, Germany’s State Secretary for Economic Cooperation and Development, said in a statement that the country’s priorities are “very well reflected” in the GEF’s new spending guidelines, including on “innovative finance for nature and people, better cooperation with the private sector, and stable resources for the most vulnerable countries”.

    Aliou Mustafa, of the GEF Indigenous Peoples Advisory Group (IPAG), also welcomed the announcement, adding that “the GEF is strengthening trust and meaningful partnerships with Indigenous Peoples and local communities” by placing them at the “centre of decision-making”.

    The post GEF raises $3.9bn ahead of funding deadline, $1bn below previous budget appeared first on Climate Home News.

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    Marine heatwaves ‘nearly double’ the economic damage caused by tropical cyclones

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    Tropical cyclones that rapidly intensify when passing over marine heatwaves can become “supercharged”, increasing the likelihood of high economic losses, a new study finds.

    Such storms also have higher rates of rainfall and higher maximum windspeeds, according to the research.

    The study, published in Science Advances, looks at the economic damages caused by nearly 800 tropical cyclones that occurred around the world between 1981 and 2023.

    It finds that rapidly intensifying tropical cyclones that pass near abnormally warm parts of the ocean produce nearly double – 93% – the economic damages as storms that do not, even when levels of coastal development are taken into account.

    One researcher, who was not involved in the study, tells Carbon Brief that the new analysis is a “step forward in understanding how we can better refine our predictions of what might happen in the future” in an increasingly warm world.

    As marine heatwaves are projected to become more frequent under future climate change, the authors say that the interactions between storms and these heatwaves “should be given greater consideration in future strategies for climate adaptation and climate preparedness”.

    ‘Rapid intensification’

    Tropical cyclones are rapidly rotating storm systems that form over warm ocean waters, characterised by low pressure at their cores and sustained winds that can reach more than 120 kilometres per hour.

    The term “tropical cyclones” encompasses hurricanes, cyclones and typhoons, which are named as such depending on which ocean basin they occur in.

    When they make landfall, these storms can cause major damage. They accounted for six of the top 10 disasters between 1900 and 2024 in terms of economic loss, according to the insurance company Aon’s 2025 climate catastrophe insight report.

    These economic losses are largely caused by high wind speeds, large amounts of rainfall and damaging storm surges.

    Storms can become particularly dangerous through a process called “rapid intensification”.

    Rapid intensification is when a storm strengthens considerably in a short period of time. It is defined as an increase in sustained wind speed of at least 30 knots (around 55 kilometres per hour) in a 24-hour period.

    There are several factors that can lead to rapid intensification, including warm ocean temperatures, high humidity and low vertical “wind shear” – meaning that the wind speeds higher up in the atmosphere are very similar to the wind speeds near the surface.

    Rapid intensification has become more common since the 1980s and is projected to become even more frequent in the future with continued warming. (Although there is uncertainty as to how climate change will impact the frequency of tropical cyclones, the increase in strength and intensification is more clear.)

    Marine heatwaves are another type of extreme event that are becoming more frequent due to recent warming. Like their atmospheric counterparts, marine heatwaves are periods of abnormally high ocean temperatures.

    Previous research has shown that these marine heatwaves can contribute to a cyclone undergoing rapid intensification. This is because the warm ocean water acts as a “fuel” for a storm, says Dr Hamed Moftakhari, an associate professor of civil engineering at the University of Alabama who was one of the authors of the new study. He explains:

    “The entire strength of the tropical cyclone [depends on] how hot the [ocean] surface is. Marine heatwave means we have an abundance of hot water that is like a gas [petrol] station. As you move over that, it’s going to supercharge you.”

    However, the authors say, there is no global assessment of how rapid intensification and marine heatwaves interact – or how they contribute to economic damages.

    Using the International Best Track Archive for Climate Stewardship (IBTrACS) – a database of tropical cyclone paths and intensities – the researchers identify 1,600 storms that made landfall during the 1981-2023 period, out of a total of 3,464 events.

    Of these 1,600 storms, they were able to match 789 individual, land-falling cyclones with economic loss data from the Emergency Events Database (EM-DAT) and other official sources.

    Then, using the IBTrACS storm data and ocean-temperature data from the European Centre for Medium-Range Weather Forecasts, the researchers classify each cyclone by whether or not it underwent rapid intensification and if it passed near a recent marine heatwave event before making landfall.

    The researchers find that there is a “modest” rise in the number of marine heatwave-influenced tropical cyclones globally since 1981, but with significant regional variations. In particular, they say, there are “clear” upward trends in the north Atlantic Ocean, the north Indian Ocean and the northern hemisphere basin of the eastern Pacific Ocean.

    ‘Storm characteristics’

    The researchers find substantial differences in the characteristics of tropical cyclones that experience rapid intensification and those that do not, as well as between rapidly intensifying storms that occur with marine heatwaves and those that occur without them.

    For example, tropical cyclones that do not experience rapid intensification have, on average, maximum wind speeds of around 40 knots (74km/hr), whereas storms that rapidly intensify have an average maximum wind speed of nearly 80 knots (148km/hr).

    Of the rapidly intensifying storms, those that are influenced by marine heatwaves maintain higher wind speeds during the days leading up to landfall.

    Although the wind speeds are very similar between the two groups once the storms make landfall, the pre-landfall difference still has an impact on a storm’s destructiveness, says Dr Soheil Radfar, a hurricane-hazard modeller at Princeton University. Radfar, who is the lead author of the new study, tells Carbon Brief:

    “Hurricane damage starts days before the landfall…Four or five days before a hurricane making landfall, we expect to have high wind speeds and, because of that high wind speed, we expect to have storm surges that impact coastal communities.”

    They also find that rapidly intensifying storms have higher peak rainfall than non-rapidly intensifying storms, with marine heatwave-influenced, rapidly intensifying storms exhibiting the highest average rainfall at landfall.

    The charts below show the mean sustained wind speed in knots (top) and the mean rainfall in millimetres per hour (bottom) for the tropical cyclones analysed in the study in the five days leading up to and two days following a storm making landfall.

    The four lines show storms that: rapidly intensified with the influence of marine heatwaves (red); those that rapidly intensified without marine heatwaves (purple); those that experienced marine heatwaves, but did not rapidly intensify (orange); and those that neither rapidly intensified nor experienced a marine heatwave (blue).

    Average maximum sustained wind speed (top) and rate of rainfall (bottom) for tropical cyclones in the period leading up to and following landfall. Storms are categorised as: rapidly intensifying with marine heatwaves (red); rapidly intensifying without marine heatwaves (purple); not rapidly intensifying with marine heatwaves (orange); and not rapidly intensifying, without marine heatwaves (blue). Source: Radfar et al. (2026)
    Average maximum sustained wind speed (top) and rate of rainfall (bottom) for tropical cyclones in the period leading up to and following landfall. Storms are categorised as: rapidly intensifying with marine heatwaves (red); rapidly intensifying without marine heatwaves (purple); not rapidly intensifying with marine heatwaves (orange); and not rapidly intensifying, without marine heatwaves (blue). Source: Radfar et al. (2026)

    Dr Daneeja Mawren, an ocean and climate consultant at the Mauritius-based Mascarene Environmental Consulting who was not involved in the study, tells Carbon Brief that the new study “helps clarify how marine heatwaves amplify storm characteristics”, such as stronger winds and heavier rainfall. She notes that this “has not been done on a global scale before”.

    However, Mawren adds that other factors not considered in the analysis can “make a huge difference” in the rapid intensification of tropical cyclones, including subsurface marine heatwaves and eddies – circular, spinning ocean currents that can trap warm water.

    Dr Jonathan Lin, an atmospheric scientist at Cornell University who was also not involved in the study, tells Carbon Brief that, while the intensification found by the study “makes physical sense”, it is inherently limited by the relatively small number of storms that occur. He adds:

    “There’s not that many storms, to tease out the physical mechanisms and observational data. So being able to reproduce this kind of work in a physical model would be really important.”

    Economic costs

    Storm intensity is not the only factor that determines how destructive a given cyclone can be – the economic damages also depend strongly on the population density and the amount of infrastructure development where a storm hits. The study explains:

    “A high storm surge in a sparsely populated area may cause less economic damage than a smaller surge in a densely populated, economically important region.”

    To account for the differences in development, the researchers use a type of data called “built-up volume”, from the Global Human Settlement Layer. Built-up volume is a quantity derived from satellite data and other high-resolution imagery that combines measurements of building area and average building height in a given area. This can be used as a proxy for the level of development, the authors explain.

    By comparing different cyclones that impacted areas with similar built-up volumes, the researchers can analyse how rapid intensification and marine heatwaves contribute to the overall economic damages of a storm.

    They find that, even when controlling for levels of coastal development, storms that pass through a marine heatwave during their rapid intensification cause 93% higher economic damages than storms that do not.

    They identify 71 marine heatwave-influenced storms that cause more than $1bn (inflation-adjusted across the dataset) in damages, compared to 45 storms that cause those levels of damage without the influence of marine heatwaves.

    This quantification of the cyclones’ economic impact is one of the study’s most “important contributions”, says Mawren.

    The authors also note that the continued development in coastal regions may increase the likelihood of tropical cyclone damages over time.

    Towards forecasting

    The study notes that the increased damages caused by marine heatwave-influenced tropical cyclones, along with the projected increases in marine heatwaves, means such storms “should be given greater consideration” in planning for future climate change.

    For Radfar and Moftakhari, the new study emphasises the importance of understanding the interactions between extreme events, such as tropical cyclones and marine heatwaves.

    Moftakhari notes that extreme events in the future are expected to become both more intense and more complex. This becomes a problem for climate resilience because “we basically design in the future based on what we’ve observed in the past”, he says. This may lead to underestimating potential hazards, he adds.

    Mawren agrees, telling Carbon Brief that, in order to “fully capture the intensification potential”, future forecasts and risk assessments must account for marine heatwaves and other ocean phenomena, such as subsurface heat.

    Lin adds that the actions needed to reduce storm damages “take on the order of decades to do right”. He tells Carbon Brief:

    “All these [planning] decisions have to come by understanding the future uncertainty and so this research is a step forward in understanding how we can better refine our predictions of what might happen in the future.”

    The post Marine heatwaves ‘nearly double’ the economic damage caused by tropical cyclones appeared first on Carbon Brief.

    Marine heatwaves ‘nearly double’ the economic damage caused by tropical cyclones

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