Global electricity generation from solar will quadruple by 2030 and help to push coal power into reverse, according to Carbon Brief analysis of data from the International Energy Agency (IEA).
The IEA’s latest World Energy Outlook 2024 shows solar overtaking nuclear, wind, hydro, gas and, finally, coal, to become the world’s single-largest source of electricity by 2033.
This solar surge will help kickstart the “age of electricity”, the agency says, where rapidly expanding clean electricity and “inherently” greater efficiency will push fossil fuels into decline.
As a result, the world’s energy-related carbon dioxide (CO2) emissions will reach a peak “imminently”, the IEA says, with its data indicating a turning point in 2025.
Other highlights from Carbon Brief’s in-depth examination of the IEA’s latest outlook include:
- Renewables will grow 2.7-fold by 2030, short of the “tripling” goal set at COP28.
- Still, clean energy is growing at an “unprecedented rate”, and will overtake coal, gas and then oil, to become the world’s largest source of energy “in the mid-2030s”.
- Low-carbon energy, including renewables and nuclear, will grow 44% by 2030, adding 48 exajoules (EJ) to global energy supplies.
- Global energy demand will only rise by 34EJ (5%) over the same period.
- This means clean energy will push each of the fossil fuels past their peak by 2030.
- Electric vehicles (EVs) are now expected to displace 6m barrels of oil per day (mb/d) by 2030, up from a figure of 4mb/d by 2030 in last year’s outlook.
Despite these changes, the world is on track to cut CO2 emissions to just 4% below 2023 levels by 2030, the agency warns, resulting in warming of 2.4C above pre-industrial temperatures.
It says there is an “increasingly narrow, but still achievable” path to staying below 1.5C, which would need more clean electricity, faster electrification and a 33% cut in emissions by 2030.
This year, in light of heightened geopolitical risks and uncertainties, the IEA explores “sensitivities” around its core outlook. These include slower (or faster) uptake of electric vehicles (EVs), as well as faster growth in data-centre loads and more heatwave-driven demand for air conditioning.
The agency maintains that, even when these sensitivities are combined, global demand for coal, oil and gas – as well as CO2 emissions – would peak no more than a few years later than expected.
(See Carbon Brief’s coverage of previous IEA world energy outlooks from 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016 and 2015.)
World energy outlook
The IEA’s annual World Energy Outlook (WEO) is published every autumn. It is widely regarded as one of the most influential annual contributions to the understanding of climate and energy trends.
The outlook explores a range of scenarios, representing different possible futures for the global energy system. These are developed using the IEA’s “Global Energy and Climate Model”.
The 1.5C-compatible “net-zero emissions by 2050” (NZE) scenario was introduced in 2021 and updated in September 2023. The NZE is revised again in the WEO 2024 to reflect the fact that global CO2 emissions reached another record high last year, rather than falling.
The report says that the path to 1.5C is “increasingly narrow, but still achievable”. However, it adds:
“Every year in which global emissions rise and actions fall short of what is needed for the future makes this pathway steeper and harder to climb.”
Alongside the NZE is the “announced pledges scenario” (APS), in which governments are given the benefit of the doubt and assumed to meet all of their climate goals on time and in full.
Finally, the “stated policies scenario” (STEPS) represents “the prevailing direction of travel for the energy system, based on a detailed assessment of current policy settings”. Here, the IEA looks not at what governments are saying, but what they are actually doing.
Annex B of the report breaks down the policies and targets included in each scenario. In effect, the IEA is judging the seriousness of each target and whether it will be followed through.
For example, the provisions of the European Green Deal are included in the STEPS. But the EU target to cut emissions to 55% below 1990 levels by 2030 is only met under the APS.
Since last year’s report, some 38 countries responsible for a third of global energy-related CO2 emissions have introduced new clean-energy measures, the IEA says.
It mentions South Korea’s 11th electricity plan, which “includes a significant expansion of nuclear, wind and solar”, and the new UK government “lift[ing] the de-facto ban on new onshore wind”.
(It says there have also been “some rollbacks” of climate policy over the past year, such as Javier Milei’s reforms in Argentina, but the global impact of these is “relatively small”.)
The report emphasises that “none of the scenarios should be viewed as a forecast”. It adds:
“Our scenario analysis is designed to inform decisionmakers as they consider options, not to predict how they will act.”
Earlier this year, some US politicians and analysts criticised the IEA’s work, in particular, its suggestion in WEO 2023 that demand for oil, coal and gas would each peak before 2030. They also argued that the IEA was straying from its core focus on energy security.
At the time, the agency defended its approach in a response to Senate Republicans.
This year’s edition goes on to reiterate the IEA’s view that fossil fuels will peak this decade – and pushes back on the idea that climate change and clean energy are outside its mission.
It says that “more efficient, cleaner energy systems can reduce energy security risks” and that a “comprehensive approach to energy security…needs to extend beyond traditional fuels”.
In his foreword to the report, IEA executive director Fatih Birol adds:
“The concept of energy security goes well beyond safeguarding against traditional risks to oil and natural gas supplies, as important as that remains for the global economy.”
He says that, in addition to those issues, energy security includes access to affordable energy supplies, secure supply chains for clean-energy technologies and dealing with the rising threat of extreme weather disruption to energy systems. Birol’s foreword continues:
“The analysis in this year’s outlook reinforces my long-held conviction that energy security and climate action go hand-in-hand…This is because deploying cost-competitive clean energy technologies represents a lasting solution not only for bringing down emissions, but also for reducing reliance on fuels that have been prone to volatility and disruption.”
Discussing the controversy over fossil-fuel peaking in a press briefing to launch this year’s report, Birol said that the latest data – and the outlooks of several major international oil and gas companies – had “confirmed and reconfirmed” the IEA’s position on oil demand.
Birol said press reports had described the latest data as “vindication” for the IEA’s forecast of minimal growth in oil demand this year. But he added: “It’s not a vindication of the IEA, it’s a vindication of numbers and objective analysis.”
Nevertheless, this year’s outlook puts extra emphasis on the uncertainty surrounding its scenarios. It devotes an entire chapter to exploring “sensitivities”, such as slower growth in EV sales or a more rapid escalation of heatwaves driving demand for air conditioning.
Even when these sensitivities are combined in ways that would slow climate action, however, the IEA says that oil demand still peaks and begins to decline by 2035. Similarly, global CO2 emissions would be less than 2% higher in 2030 and 1% in 2035 than in the core outlook.
‘Age of electricity’
A central theme of this year’s outlook is the idea that the global energy system is entering a new era, defined by rapid growth in electricity demand and a surge in clean electricity supplies.
In a press release accompanying the report, Birol calls this new era the “age of electricity”, in contrast to the earlier “age of coal” and “age of oil”. (The “golden age of gas”, predicted by the IEA in 2012, was prematurely brought to an end by the global energy crisis, driven by high gas prices.)
Birol says “the future of the energy system is electric” and that it is “moving at speed” towards “increasingly be[ing] based on clean sources of electricity”. In the report foreword he adds:
“The latest outlook also confirms that the contours of a new, more electrified energy system are becoming increasingly evident, with major implications on how we meet rising demand for energy services. Clean electricity is the future, and one of the striking findings of this outlook is how fast demand for electricity is set to rise, with the equivalent of the electricity use of the world’s ten largest cities being added to global demand each year.”
The IEA says that electricity demand is set to rise six times faster than global energy demand overall, in the years out to 2035, having only been twice as fast since 2010.
Moreover, despite a rapid acceleration in recent years, clean electricity has not yet grown fast enough to meet rising demand, leaving space for fossil-fueled power to continue expanding.
Global solar capacity is now 40-times larger than it was in 2010 and wind six times larger, the outlook notes, and a record 560 gigawatts (GW) of renewables were added in 2023.
Yet growth in clean electricity supplies has still fallen short of rising demand, meaning coal power has climbed 23% since 2010 and gas by 36%, raising emissions in the sector by 20%.
This is now set to change. The report says:
“It is now cheaper to build onshore wind and solar power projects than new fossil-fuel plants almost everywhere around the world, and the economic arguments remain strong even when considering the accompanying investment required to cope with their variability of generation.”
Renewables are only on track to expand 2.7-fold from 2022 to 2030 – short of the tripling target set at COP28 – but clean electricity will still outstrip rising demand, out to 2030 and beyond.
The IEA data shows that the amount of electricity generated from solar power alone is set to quadruple from 2023 levels by 2030 – and to climb more than nine-fold by 2050.
This means that solar will overtake nuclear, hydro and wind in 2026, gas in 2031 – and then coal by 2033 – to become the world’s largest source of electricity, as shown in the figure below.
Along with a doubling of wind generation and more modest gains for nuclear and hydro by 2030, clean electricity will push coal power into reverse, declining 13% by 2030 and 34% by 2035.
(The outlook sees modest growth of 6% by 2030 for gas power, but most of this would be erased by 2035 as clean electricity supplies continue to expand.)
The IEA says that China was responsible for 60% of worldwide renewable installations last year – and will add 60% of new capacity out to 2030. This means that by the early 2030s, solar generation in China alone is set to exceed the US’ current total electricity demand.
Notably, this year’s report includes another significant boost to the outlook for solar under current policy settings.
The IEA now sees global solar capacity exceeding 16,000GW by 2050, some 30% higher than expected last year and nearly 11-times higher than it thought in 2015, as shown in the figure below.
By 2023, the world had already installed 1,610GW of solar capacity. This comfortably exceeded the 1,405GW of capacity that the IEA had expected in 2050, under prevailing policy settings in its 2015 world energy outlook, released before the Paris Agreement later that year.
Similarly, this year’s outlook says battery storage capacity will reach 1,630GW by 2030. Only two years ago, it had said battery capacity would reach just 1,296GW by 2050.
In addition to raising the outlook for solar and storage, however, this year’s report also includes significantly higher global electricity demand, which has been revised upwards by 5% in 2030.
This 1,700 terawatt-hour (TWh) revision to global demand in 2030 – nearly equivalent to current electricity use in India – is much larger than the 1,000TWh adjustment for solar.
As a result, the IEA has also raised its outlook for coal power in 2030 by nearly 900TWh.
The IEA says that higher electricity demand is “mainly” down to “increased light industry activity, notably in China, much of it associated with a rapid rise in clean-technology manufacturing”.
Other factors include faster-than-expected adoption of EVs, more rapid electrification in industry in developing countries and the rise of data centres.
(The IEA, nevertheless, pours cold water on over-hyped reporting of AI-driven growth in data-centre electricity demand, which it sees accounting for barely 3% of growth to 2030, overall.)
Alongside growth in wind and solar, the report stresses the need for “a wide set of dispatchable low-emissions sources, including hydropower, bioenergy and nuclear power”.
It also emphasises the need for rising investment in electricity grids and storage. Spending in these areas is currently only two-thirds of investment in renewables, whereas parity will be needed to facilitate clean electricity expansion and ensure resilience to extreme weather and cyberattacks.
Fossil fuels peak by 2030
The “age of electricity” will have important implications for the current fossil-fuelled energy system, the report says. These include a reduction in the rate of global energy demand growth, even as demand for “energy services” – such as heat and mobility – rises rapidly in the developing world.
Explaining this apparent paradox, the IEA says that much of the energy released by burning fossil fuels is lost as waste heat. In contrast, a “more electrified, renewables-rich system is inherently more efficient”. This means less energy will be required to deliver the same energy services.
For example, electric technologies such as EVs and heat pumps deliver mobility and heat much more efficiently than internal combustion engines or fossil fuel boilers, the report says.
As the “age of electricity” gains pace, sources of energy demand across all sectors of the economy will be increasingly electrified, including heating, cooling, mobility and industrial processes.
This means the share of final energy consumption met by electricity will rise from 17% in 2010 and 20% in 2023 to 24% by 2030 and 32% by 2050, the outlook says – a more than 50% rise on current levels of electrification.
(Earlier this year, the Rocky Mountain Institute said China had “leapfrogged” other major countries in terms of rapid electrification, becoming what it termed the “first major electrostate”. Electricity already accounts for 26% of its energy consumption and will reach nearly 45% by 2050.)
Notably, the IEA has also been edging up its outlook for electrification, reflecting repeated boosts to its view on the deployment of electric technologies such as EVs and heat pumps. In 2015, it only expected electricity to meet 26% of final demand in 2050.
The rise of electrification, fed by expanding clean electricity sources, is now on the cusp of sending fossil fuels into decline, the outlook shows. As noted above, this year’s report reiterates the agency’s view that coal, oil and gas will each reach a peak this decade. It says:
“In the STEPS, coal demand begins to decline around 2025, while oil and natural gas demand both peak towards the end of the decade.”
Indeed, the outlook data shows global energy supply growing 34EJ (5%) by 2030, with this growth easily outpaced by clean-energy expansion of 48EJ (44%). As a result, fossil fuels in aggregate will be pushed into decline, as shown in the figure below.
The chart above shows how shifts in the global policy and technology landscape since the 2015 Paris Agreement have transformed the outlook for fossil-fuel growth.
Instead of the continuation of historical growth rates expected before Paris, the IEA has in recent years shifted its outlook, to a peak and increasingly steep decline in fossil-fuel demand.
Indeed, this year’s report points to fossil-fuel demand under current policy settings declining at a rate that is nearly in line with the climate pledges countries had made in 2021.
For example, the report says that China’s rapid uptake of EVs is spurring a “major slowdown” in oil demand growth globally, which is “wrong-footing oil producers”. It explains:
“China has been the engine of oil-market growth in recent decades, but that engine is now switching over to electricity.”
Indeed, the rise of electric mobility around the world is set to displace 6mb/d of oil demand by 2030, the outlook says, up from the 4mb/d it expected last year.
It notes that despite negative reporting, global EV sales were up 25% in the first half of 2024, with China accounting for 80% of the increase, but the rest of the world’s market also up 10%.
Nevertheless, the chart above illustrates the large gap between the current trajectory of the global energy system and what would be needed to meet existing national climate pledges, let alone the Paris Agreement target of limiting warming to “well-below” 2C or 1.5C.
Insufficient progress on emissions
This year’s outlook puts the gap between climate ambition and the world’s current trajectory into stark relief, saying that prevailing policy settings would likely see warming reach 2.4C this century.
Reflecting the marginally higher outlook for coal use in the short term, but more rapid fossil fuel declines in the medium and longer terms, this 2.4C assessment is the same as last year’s report.
This combination of changes is illustrated in the figure below, showing how the outlook for global energy-related CO2 emissions (grey line) has changed since 2015 (dashes). The IEA now says CO2 emissions will peak “imminently”, with its data pointing towards a peak in 2025.
(Last year, the outlook said emissions would peak by 2025 at the latest.)
The chart above illustrates how new policies and technological progress since the Paris Agreement are bending the curve of global CO2 emissions away from the 3.5C of warming expected in 2015.
Still, it also shows the massive gap that would need to be bridged in order to meet national climate pledges for 2030 and for reaching net-zero emissions by mid-century (blue line). And it shows the huge scale of the gap to the “increasingly narrow, but still achievable” path to 1.5C.
While current policy settings would cut global CO2 emissions to 4% below 2023 levels by 2030, according to the IEA, a far larger 33% reduction would be needed for 1.5C.
A separate report from the IEA, published last month, shows how countries could close most of this gap “by fully implementing the 2030 goals they agreed at COP28”.
These goals included doubling the rate of energy efficiency improvements and tripling global renewable capacity by 2030. Together, these two elements “could provide larger emissions reductions by 2030 than anything else”, the outlook says.
It reinforces the key changes that would be needed to get on track for current climate pledges – which would limit warming in 2100 to around 1.7C – or to limit warming to 1.5C.
In broad terms, this would mean even faster electrification and deployment of clean-energy technologies, as well as taking rapid action to cut methane emissions from the oil and gas industry.
(Instead of electricity’s share of final energy use increasing from 20% to 32% by 2050, as under current policy settings, electrification rates would double to 42% by 2050, if climate pledges are met, and would nearly triple to 55%, if the world gets on track for 1.5C.)
More specifically, the IEA points to “seven key clean-energy technologies”: solar; wind; nuclear; EVs; heat pumps; low-emissions hydrogen; and carbon capture and storage.
The report says the world has “the need and the capacity to go much faster” in these areas, which – unlike the current trajectory – would bring global emissions into a “meaningful decline”.
Spotlighting the need for a positive outcome in upcoming climate-finance discussions at the COP29 UN summit in November in Baku, Azerbaijan, the IEA says that high financing costs and project risks are limiting the spread of these clean-energy technologies in developing countries.
Concluding his report foreword, the IEA’s Birol emphasises the choices facing governments, investors and consumers. He writes:
“This WEO highlights, once again, the choices that can move the energy system in a safer and more sustainable direction. I urge decision makers around the world to use this analysis to understand how the energy landscape is changing, and how to accelerate this clean energy transformation in ways that benefit people’s lives and future prosperity.”
The outlook warns that decisionmakers “too often entrench the flaws in today’s energy system, rather than pushing it towards a cleaner and safer path”. It adds: “[L]ocking in fossil fuel use has consequences…the costs of climate inaction…grow higher by the day.”
The post Analysis: Solar surge will send coal power tumbling by 2030, IEA data reveals appeared first on Carbon Brief.
Analysis: Solar surge will send coal power tumbling by 2030, IEA data reveals
Climate Change
DeBriefed 6 February 2026: US secret climate panel ‘unlawful’ | China’s clean energy boon | Can humans reverse nature loss?
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Secrets and layoffs
UNLAWFUL PANEL: A federal judge ruled that the US energy department “violated the law when secretary Chris Wright handpicked five researchers who rejected the scientific consensus on climate change to work in secret on a sweeping government report on global warming”, reported the New York Times. The newspaper explained that a 1972 law “does not allow agencies to recruit or rely on secret groups for the purposes of policymaking”. A Carbon Brief factcheck found more than 100 false or misleading claims in the report.
DARKNESS DESCENDS: The Washington Post reportedly sent layoff notices to “at least 14” of its climate journalists, as part of a wider move from the newspaper’s billionaire owner, Jeff Bezos, to eliminate 300 jobs at the publication, claimed Climate Colored Goggles. After the layoffs, the newspaper will have five journalists left on its award-winning climate desk, according to the substack run by a former climate reporter at the Los Angeles Times. It comes after CBS News laid off most of its climate team in October, it added.
WIND UNBLOCKED: Elsewhere, a separate federal ruling said that a wind project off the coast of New York state can continue, which now means that “all five offshore wind projects halted by the Trump administration in December can resume construction”, said Reuters. Bloomberg added that “Ørsted said it has spent $7bn on the development, which is 45% complete”.
Around the world
- CHANGING TIDES: The EU is “mulling a new strategy” in climate diplomacy after struggling to gather support for “faster, more ambitious action to cut planet-heating emissions” at last year’s UN climate summit COP30, reported Reuters.
- FINANCE ‘CUT’: The UK government is planning to cut climate finance by more than a fifth, from £11.6bn over the past five years to £9bn in the next five, according to the Guardian.
- BIG PLANS: India’s 2026 budget included a new $2.2bn funding push for carbon capture technologies, reported Carbon Brief. The budget also outlined support for renewables and the mining and processing of critical minerals.
- MOROCCO FLOODS: More than 140,000 people have been evacuated in Morocco as “heavy rainfall and water releases from overfilled dams led to flooding”, reported the Associated Press.
- CASHFLOW: “Flawed” economic models used by governments and financial bodies “ignor[e] shocks from extreme weather and climate tipping points”, posing the risk of a “global financial crash”, according to a Carbon Tracker report covered by the Guardian.
- HEATING UP: The International Olympic Committee is discussing options to hold future winter games earlier in the year “because of the effects of warmer temperatures”, said the Associated Press.
54%
The increase in new solar capacity installed in Africa over 2024-25 – the continent’s fastest growth on record, according to a Global Solar Council report covered by Bloomberg.
Latest climate research
- Arctic warming significantly postpones the retreat of the Afro-Asian summer monsoon, worsening autumn rainfall | Environmental Research Letters
- “Positive” images of heatwaves reduce the impact of messages about extreme heat, according to a survey of 4,000 US adults | Environmental Communication
- Greenland’s “peripheral” glaciers are projected to lose nearly one-fifth of their total area and almost one-third of their total volume by 2100 under a low-emissions scenario | The Cryosphere
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
Solar power, electric vehicles and other clean-energy technologies drove more than a third of the growth in China’s economy in 2025 – and more than 90% of the rise in investment, according to new analysis for Carbon Brief (shown in blue above). Clean-energy sectors contributed a record 15.4tn yuan ($2.1tn) in 2025, some 11.4% of China’s gross domestic product (GDP) – comparable to the economies of Brazil or Canada, the analysis said.
Spotlight
Can humans reverse nature decline?
This week, Carbon Brief travelled to a UN event in Manchester, UK to speak to biodiversity scientists about the chances of reversing nature loss.
Officials from more than 150 countries arrived in Manchester this week to approve a new UN report on how nature underpins economic prosperity.
The meeting comes just four years before nations are due to meet a global target to halt and reverse biodiversity loss, agreed in 2022 under the landmark “Kunming-Montreal Global Biodiversity Framework” (GBF).
At the sidelines of the meeting, Carbon Brief spoke to a range of scientists about humanity’s chances of meeting the 2030 goal. Their answers have been edited for length and clarity.
Dr David Obura, ecologist and chair of Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES)
We can’t halt and reverse the decline of every ecosystem. But we can try to “bend the curve” or halt and reverse the drivers of decline. That’s the economic drivers, the indirect drivers and the values shifts we need to have. What the GBF aspires to do, in terms of halting and reversing biodiversity loss, we can put in place the enabling drivers for that by 2030, but we won’t be able to do it fast enough at this point to halt [the loss] of all ecosystems.
Dr Luthando Dziba, executive secretary of IPBES
Countries are due to report on progress by the end of February this year on their national strategies to the Convention on Biological Diversity [CBD]. Once we get that, coupled with a process that is ongoing within the CBD, which is called the global stocktake, I think that’s going to give insights on progress as to whether this is possible to achieve by 2030…Are we on the right trajectory? I think we are and hopefully we will continue to move towards the final destination of having halted biodiversity loss, but also of living in harmony with nature.
Prof Laura Pereira, scientist at the Global Change Institute at Wits University, South Africa
At the global level, I think it’s very unlikely that we’re going to achieve the overall goal of halting biodiversity loss by 2030. That being said, I think we will make substantial inroads towards achieving our longer term targets. There is a lot of hope, but we’ve also got to be very aware that we have not necessarily seen the transformative changes that are going to be needed to really reverse the impacts on biodiversity.
Dr David Cooper, chair of the UK’s Joint Nature Conservation Committee and former executive secretary of the Convention on Biological Diversity
It’s important to look at the GBF as a whole…I think it is possible to achieve those targets, or at least most of them, and to make substantial progress towards them. It is possible, still, to take action to put nature on a path to recovery. We’ll have to increasingly look at the drivers.
Prof Andrew Gonzalez, McGill University professor and co-chair of an IPBES biodiversity monitoring assessment
I think for many of the 23 targets across the GBF, it’s going to be challenging to hit those by 2030. I think we’re looking at a process that’s starting now in earnest as countries [implement steps and measure progress]…You have to align efforts for conserving nature, the economics of protecting nature [and] the social dimensions of that, and who benefits, whose rights are preserved and protected.
Neville Ash, director of the UN Environment Programme World Conservation Monitoring Centre
The ambitions in the 2030 targets are very high, so it’s going to be a stretch for many governments to make the actions necessary to achieve those targets, but even if we make all the actions in the next four years, it doesn’t mean we halt and reverse biodiversity loss by 2030. It means we put the action in place to enable that to happen in the future…The important thing at this stage is the urgent action to address the loss of biodiversity, with the result of that finding its way through by the ambition of 2050 of living in harmony with nature.
Prof Pam McElwee, Rutgers University professor and co-chair of an IPBES “nexus assessment” report
If you look at all of the available evidence, it’s pretty clear that we’re going to keep experiencing biodiversity decline. I mean, it’s fairly similar to the 1.5C climate target. We are not going to meet that either. But that doesn’t mean that you slow down the ambition…even though you recognise that we probably won’t meet that specific timebound target, that’s all the more reason to continue to do what we’re doing and, in fact, accelerate action.
Watch, read, listen
OIL IMPACTS: Gas flaring has risen in the Niger Delta since oil and gas major Shell sold its assets in the Nigerian “oil hub”, a Climate Home News investigation found.
LOW SNOW: The Washington Post explored how “climate change is making the Winter Olympics harder to host”.
CULTURE WARS: A Media Confidential podcast examined when climate coverage in the UK became “part of the culture wars”.
Coming up
- 2-8 February: 12th session of the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES), Manchester, UK
- 8 February: Japanese general election
- 8 February: Portugal presidential election
- 11 February: Barbados general election
- 11-12 February: UN climate chief Simon Stiell due to speak in Istanbul, Turkey
Pick of the jobs
- UK Met Office, senior climate science communicator | Salary: £43,081-£46,728. Location: Exeter, UK
- Canadian Red Cross, programme officer, Indigenous operations – disaster risk reduction and climate change adaptation | Salary: $56,520-$60,053. Location: Manitoba, Canada
- Aldersgate Group, policy officer | Salary: £33,949-£39,253. Location: London (hybrid)
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.
The post DeBriefed 6 February 2026: US secret climate panel ‘unlawful’ | China’s clean energy boon | Can humans reverse nature loss? appeared first on Carbon Brief.
Climate Change
China Briefing 5 February 2026: Clean energy’s share of economy | Record renewables | Thawing relations with UK
Welcome to Carbon Brief’s China Briefing.
China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.
Key developments
Solar and wind eclipsed coal
‘FIRST TIME IN HISTORY’: China’s total power capacity reached 3,890 gigawatts (GW) in 2025, according to a National Energy Administration (NEA) data release covered by industry news outlet International Energy Net. Of this, it said, solar capacity rose 35% to 1,200GW and wind capacity was up 23% to 640GW, while thermal capacity – which is mostly coal – grew 6% to just over 1,500GW. This marks the “first time in history” that wind and solar capacity has outranked coal capacity in China’s power mix, reported the state-run newspaper China Daily. China’s grid-related energy storage capacity exceeded 213GW in 2025, said state news agency Xinhua. Meanwhile, clean-energy industries “drove more than 90%” of investment growth and more than half of GDP growth last year, said the Guardian in its coverage of new analysis for Carbon Brief. (See more in the spotlight below.)
DAWN FOR SOLAR: Solar power capacity alone may outpace coal in 2026, according to projections by the China Electricity Council (CEC), reported business news outlet 21st Century Business Herald. It added that non-fossil sources could account for 63% of the power mix this year, with coal falling to 31%. Separately, the China Renewable Energy Society said that annual wind-power additions could grow by between 600-980GW over the next five years, with annual additions of 120GW expected until 2028, said industry news outlet China Energy Net. China Energy Net also published the full CEC report.
STATE MEDIA VOICE: Xinhua published several energy- and climate-related articles in a series on the 15th five-year plan. One said that becoming a low-carbon energy “powerhouse” will support decarbonisation efforts, strengthen industrial innovation and improve China’s “global competitive edge and standing”. Another stated that coal consumption is “expected” to peak around 2027, with continued “growth” in the power and chemicals sector, while oil has already peaked. A third noted that distributed energy systems better matched the “characteristics of renewable energy” than centralised ones, but warned against “blind” expansion and insufficient supporting infrastructure. Others in the series discussed biodiversity and environmental protection and recycling of clean-energy technology. Meanwhile, the communist party-affiliated People’s Daily said that oil will continue to play a “vital role” in China, even after demand peaks.
Starmer and Xi endorsed clean-energy cooperation
CLIMATE PARTNERSHIP: UK prime minister Keir Starmer and Chinese president Xi Jinping pledged in Beijing to deepen cooperation on “green energy”, reported finance news outlet Caixin. They also agreed to establish a “China-UK high-level climate and nature partnership”, said China Daily. Xi told Starmer that the two countries should “carry out joint research and industrial transformation” in new energy and low-carbon technologies, according to Xinhua. It also cited Xi as saying China “hopes” the UK will provide a “fair” business environment for Chinese companies.
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OCTOPUS OVERSEAS: During the visit, UK power-trading company Octopus Energy and Chinese energy services firm PCG Power announced they would be starting a new joint venture in China, named Bitong Energy, reported industry news outlet PV Magazine. The move “marks a notable direct entry” of a foreign company into China’s “tightly regulated electricity market”, said Caixin.
PUSH AND PULL: UK policymakers also visited Chinese clean-energy technology manufacturer Envision in Shanghai, reported finance news outlet Yicai. It quoted UK business secretary Peter Kyle emphasising that partnering with companies “like Envision” on sustainability is a “really important part of our future”, particularly in terms of job creation in the UK. Trade minister Chris Bryant told Radio Scotland Breakfast that the government will decide on Chinese wind turbine manufacturer Mingyang’s plans for a Scotland factory “soon”. Researchers at the thinktank Oxford Institute for Energy Studies wrote in a guest post for Carbon Brief that greater Chinese competition in Europe’s wind market could “help spur competition in Europe”, if localisation rules and “other guardrails” are applied.
More China news
- LIFE SUPPORT: China will update its coal capacity payment mechanism, which will raise thresholds for coal-fired power plants and expand to cover gas-fired power and pumped and new-energy storage, reported current affairs outlet China News.
- FRONTIER TECH: The world’s “largest compressed-air power storage plant” has begun operating in China, said Bloomberg.
- PARTNERSHIP A ‘MISTAKE’: The EU launched a “foreign subsidies” probe into Chinese wind turbine company Goldwind, said the Hong Kong-based South China Morning Post. EU climate chief Wopke Hoekstra said the bloc must resist China’s pull in clean technologies, according to Bloomberg.
- TRADE SPAT: The World Trade Organization “backed a complaint by China” that the US Inflation Reduction Act “discriminated against” Chinese cleantech exports, said Reuters.
- NEW RULES: China has set “new regulations” for the Waliguan Baseline Observatory, which provides “key scientific references for the United Nations Framework Convention on Climate Change”, said the People’s Daily.
Captured
New or reactivated proposals for coal-fired power plants in China totalled 161GW in 2025, according to a new report covered by Carbon Brief.
Spotlight
Clean energy drove China’s economic growth in 2025
New analysis for Carbon Brief finds that clean-energy sectors contributed the equivalent of $2.1tn to China’s economy last year, making it a key driver of growth. However, headwinds in 2026 could restrict growth going forward – especially for the solar sector.
Below is an excerpt from the article, which can be read in full on Carbon Brief’s website.
Solar power, electric vehicles (EVs) and other clean-energy technologies drove more than a third of the growth in China’s economy in 2025 – and more than 90% of the rise in investment.
Clean-energy sectors contributed a record 15.4tn yuan ($2.1tn) in 2025, some 11.4% of China’s gross domestic product (GDP)
Analysis shows that China’s clean-energy sectors nearly doubled in real value between 2022-25 and – if they were a country – would now be the 8th-largest economy in the world.
These investments in clean-energy manufacturing represent a large bet on the energy transition in China and overseas, creating an incentive for the government and enterprises to keep the boom going.
However, there is uncertainty about what will happen this year and beyond, particularly due to a new pricing system, worsening industrial “overcapacity” and trade tensions.
Outperforming the wider economy
China’s clean-energy economy continues to grow far more quickly than the wider economy, making an outsized contribution to annual growth.
Without these sectors, China’s GDP would have expanded by 3.5% in 2025 instead of the reported 5.0%, missing the target of “around 5%” growth by a wide margin.
Clean energy made a crucial contribution during a challenging year, when promoting economic growth was the foremost aim for policymakers.
In 2024, EVs and solar had been the largest growth drivers. In 2025, it was EVs and batteries, which delivered 44% of the economic impact and more than half of the growth of the clean-energy industries.
The next largest subsector was clean-power generation, transmission and storage, which made up 40% of the contribution to GDP and 30% of the growth in 2025.
Within the electricity sector, the largest drivers were growth in investment in wind and solar power generation capacity, along with growth in power output from solar and wind, followed by the exports of solar-power equipment and materials.
But investment in solar-panel supply chains, a major growth driver in 2022-23, continued to fall for the second year, as the government made efforts to rein in overcapacity and “irrational” price competition.
Headwinds for solar
Ongoing investment of hundreds of billions of dollars represents a gigantic bet on a continuing global energy transition.
However, developments next year and beyond are unclear, particularly for solar. A new pricing system for renewable power is creating uncertainty, while central government targets have been set far below current rates of clean-electricity additions.
Investment in solar-power generation and solar manufacturing declined in the second half of the year.
The reduction in the prices of clean-energy technology has been so dramatic that when the prices for GDP statistics are updated, the sectors’ contribution to real GDP – adjusted for inflation or, in this case deflation – will be revised down.
Nevertheless, the key economic role of the industry creates a strong motivation to keep the clean-energy boom going. A slowdown in the domestic market could also undermine efforts to stem overcapacity and inflame trade tensions by increasing pressure on exports to absorb supply.
Local governments and state-owned enterprises will also influence the outlook for the sector.
Provincial governments have a lot of leeway in implementing the new electricity markets and contracting systems for renewable power generation. The new five-year plans, to be published this year, will, therefore, be of major importance.
This spotlight was written for Carbon Brief by Lauri Myllyvirta, lead analyst at Centre for Research on Energy and Clean Air (CREA), and Belinda Schaepe, China policy analyst at CREA. CREA China analysts Qi Qin and Chengcheng Qiu contributed research.
Watch, read, listen
PROVINCE INFLUENCE: The Institute for Global Decarbonization Progress, a Beijing-based thinktank, published a report examining the climate-related statements in provincial recommendations for the 15th five-year plan.
‘PIVOT’?: The Outrage + Optimism podcast spoke with the University of Bath’s Dr Yixian Sun about whether China sees itself as a climate leader and what its role in climate negotiations could be going forward.
COOKING FOR CLEAN-TECH: Caixin covered rising demand for China’s “gutter oil” as companies “scramble” to decarbonise.
DON’T GO IT ALONE: China News broadcast the Chinese foreign ministry’s response to the withdrawal of the US from the Paris Agreement, with spokeswoman Mao Ning saying “no country can remain unaffected” by climate change.
$6.8tn
The current size of China’s green-finance economy, including loans, bonds and equity, according to Dr Ma Jun, the Institute of Finance and Sustainability’s president,in a report launch event attended by Carbon Brief. Dr Ma added that “green loans” make up 16% of all loans in China, with some areas seeing them take a 34% share.
New science
- China’s official emissions inventories have overestimated its hydrofluorocarbon emissions by an average of 117m tonnes of carbon dioxide equivalent (mtCO2e) every year since 2017 | Nature Geoscience
- “Intensified forest management efforts” in China from 2010 onwards have been linked to an acceleration in carbon absorption by plants and soils | Communications Earth and Environment
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China Briefing is written by Anika Patel and edited by Simon Evans. Please send tips and feedback to china@carbonbrief.org
The post China Briefing 5 February 2026: Clean energy’s share of economy | Record renewables | Thawing relations with UK appeared first on Carbon Brief.
Under pressure from Congress, President Donald Trump quietly signed into law a funding package that provides billions of dollars more in foreign assistance spending than he had originally wanted to for the fiscal year between October 2025 and September 2026.
The legislation allocates $50 billion, $9 billion less than the level agreed the previous year under President Biden but $19 billion more than Trump proposed, restoring health and humanitarian aid spending to near pre-Trump levels.
Democratic Senator Patty Murray, vice-chair of the committee on appropriations, said that “while including some programmatic funding cuts, the bill rejects the Trump administration’s evisceration of US foreign assistance programmes”.
But, with climate a divisive issue in the US, spending on dedicated climate programmes was largely absent. Clarence Edwards, executive director of E3G’s US office, told Climate Home News that “the era of large US government investment in climate policy is over, at least for the foreseeable future”.
The package ruled out any support for the Climate Investment Funds’ Clean Technology Fund, which supports low-carbon technologies in developing countries and had received $150 million from the US in the previous fiscal year.
The US also made no pledge to the Africa Development Fund (ADF) – a mechanism run by the African Development Bank that provides grants and low-interest loans to the poorest African nations. A government spokesperson told Reuters that decision reflected concerns that “like too many other institutions, the ADF has adopted a disproportionate focus on climate change, gender, and social issues”.
GEF spared from cuts
Trump did, however, agree to Congress’s request to make $150 million – more than last year – available for the Global Environment Facility (GEF), which tackles environmental issues like biodiversity loss, land degradation and climate change.
Edwards said that GEF funding “survived due to Congressional pushback and a refocus on non-climate priorities like biodiversity, plastics and ocean ecosystems, per US Treasury guidance”.
Congress also pressured Trump into giving $54 million to the Rome-based International Fund for Agricultural Development. Its goals include helping small-scale farmers adapt to climate change and reduce emissions.
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Explainer: Out of Paris, but will the US formally quit the UN climate regime?
The Trump administration has decided to withdraw the US from the broader UN climate convention, raising questions about the legality of the move and what it means in practice -
‘America needs you’: US seeks trade alliance to break China’s critical mineral dominance
The US has signed nearly a dozen mineral deals with countries as it called for the creation of a trading bloc to diversify supply chains away from China
Without any pressure from Congress, Trump approved tens of millions of dollars each for multilateral development banks in Asia, Africa and Europe and just over a billion dollars for the World Bank’s International Development Association, which funds development projects in the world’s poorest countries.
As most of these banks have climate programmes and goals, much of this money is likely to be spent on climate action. The largest lender, the World Bank, aims to devote 45% of its finance to climate programmes, although, as Climate Home News has reported, its definition of climate spending is considered too loose by some analysts.
The bill also earmarks $830 million – nearly triple what Trump originally wanted – for the Millennium Challenge Corporation, a George W. Bush-era institution that has increasingly backed climate-focussed projects like transmission lines to bring clean hydropower to cities in Nepal.
No funding boost for DFC
While Congress largely increased spending, it rejected Trump’s call for nearly $4 billion for the Development Finance Corporation (DFC), granting just under $1 billion instead – similar to previous years.
Under Biden, there had been a push to get the DFC to support clean energy projects. But the Trump administration ended DFC’s support for projects like South Africa’s clean energy transition.
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Trump shifts US funds from shutting down foreign fossil fuels to expanding them
The US administration has pulled clean energy and just transition funding in South Africa and is pressuring EXIM and the World Bank to back fossil fuels -
Gas flaring soars in Niger Delta post-Shell, afflicting communities
Since the multinational sold its assets in Nigeria’s oil hub, data analysis for Climate Home News shows flaring has risen, harming locals and the climate
At a recent board meeting, the DFC’s board – now dominated by Trump administration officials – approved US financial support for Chevron Mediterranean Limited, the developers of an Israeli gas field.
Kate DeAngelis, deputy director at Friends of the Earth US told Climate Home News it was good for the climate that Trump had not been able to boost the DFC’s budget. “DFC seems set up to focus mainly on the dirtiest deals without any focus on development,” she said.
US Congressional elections in November could lead to Democrats retaking control of one or both houses of Congress. Edwards said that “Democratic gains might restore funding [in the next fiscal year], while Republican holds would likely extend cuts”.
But he warned that “budgetary pressures and a murky economic environment don’t hold promise of increases in US funding for foreign assistance and climate programs, regardless of which party controls Congress”.
The post Congress rescues aid budget from Trump’s “evisceration” but climate misses out appeared first on Climate Home News.
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